SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,378,211 | +8.3% | 28,779 | +8.7% | 0.01% | 0.0% |
Q2 2023 | $1,272,306 | +17.5% | 26,473 | +19.3% | 0.01% | +25.0% |
Q1 2023 | $1,082,615 | +99.5% | 22,189 | +97.3% | 0.00% | +100.0% |
Q4 2022 | $542,536 | +23.9% | 11,247 | +23.9% | 0.00% | 0.0% |
Q3 2022 | $438,000 | +45.5% | 9,074 | +48.1% | 0.00% | +100.0% |
Q2 2022 | $301,000 | +2.4% | 6,126 | +3.2% | 0.00% | 0.0% |
Q1 2022 | $294,000 | -1.0% | 5,936 | +1.7% | 0.00% | 0.0% |
Q4 2021 | $297,000 | +421.1% | 5,835 | +423.3% | 0.00% | – |
Q1 2021 | $57,000 | 0.0% | 1,115 | 0.0% | 0.00% | – |
Q4 2020 | $57,000 | +850.0% | 1,115 | +861.2% | 0.00% | – |
Q3 2020 | $6,000 | -97.2% | 116 | -97.2% | 0.00% | -100.0% |
Q2 2020 | $216,000 | +440.0% | 4,179 | +441.3% | 0.00% | – |
Q1 2020 | $40,000 | +566.7% | 772 | +565.5% | 0.00% | – |
Q4 2019 | $6,000 | – | 116 | – | 0.00% | – |
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% |