SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,137 | +2.0% | 1,193,085 | +2.4% | 0.22% | -2.3% |
| Q2 2023 | $55,993 | +5.5% | 1,165,062 | +7.1% | 0.22% | -7.9% |
| Q1 2023 | $53,091 | +25.9% | 1,088,152 | +24.5% | 0.24% | +14.2% |
| Q4 2022 | $42,163 | -99.9% | 874,024 | +18.4% | 0.21% | 0.0% |
| Q3 2022 | $35,615,000 | +25.8% | 737,990 | +28.3% | 0.21% | +22.0% |
| Q2 2022 | $28,302,000 | +27.2% | 575,353 | +28.1% | 0.17% | +32.1% |
| Q1 2022 | $22,255,000 | -7.5% | 449,240 | -5.0% | 0.13% | -12.1% |
| Q4 2021 | $24,057,000 | -7.3% | 473,094 | -6.7% | 0.15% | -17.7% |
| Q3 2021 | $25,962,000 | -19.5% | 507,172 | -19.5% | 0.18% | -27.0% |
| Q2 2021 | $32,253,000 | +27.4% | 629,702 | +27.7% | 0.25% | +7.8% |
| Q1 2021 | $25,311,000 | -14.7% | 493,273 | -14.5% | 0.23% | -37.8% |
| Q4 2020 | $29,663,000 | +15.4% | 577,220 | +15.6% | 0.37% | -4.4% |
| Q3 2020 | $25,706,000 | -17.2% | 499,146 | -17.0% | 0.39% | -31.4% |
| Q2 2020 | $31,051,000 | -28.9% | 601,412 | -28.7% | 0.56% | -41.3% |
| Q1 2020 | $43,660,000 | +12.9% | 843,989 | +10.2% | 0.96% | +24.5% |
| Q4 2019 | $38,660,000 | -1.4% | 765,853 | -1.2% | 0.77% | -16.3% |
| Q3 2019 | $39,220,000 | -5.1% | 775,262 | -5.1% | 0.92% | -15.9% |
| Q2 2019 | $41,349,000 | +4577.5% | 817,326 | +4542.6% | 1.10% | +5668.4% |
| Q1 2019 | $884,000 | – | 17,605 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
| Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
| Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
| Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
| United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
| Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
| Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
| ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
| LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
| Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |