SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,477,640 | +118748.1% | 1,028,000 | +19.0% | 0.08% | +29.2% |
| Q1 2024 | $41,631 | +73.2% | 863,535 | +74.0% | 0.06% | +75.7% |
| Q4 2023 | $24,041 | +163.8% | 496,200 | +160.7% | 0.04% | +131.2% |
| Q3 2023 | $9,114 | +97.6% | 190,319 | +99.1% | 0.02% | +166.7% |
| Q4 2022 | $4,612 | -99.9% | 95,600 | +35.4% | 0.01% | +50.0% |
| Q4 2021 | $3,590,000 | +63.6% | 70,600 | +64.7% | 0.00% | +33.3% |
| Q3 2021 | $2,194,000 | -89.3% | 42,869 | -89.3% | 0.00% | -88.5% |
| Q2 2021 | $20,463,000 | +40.2% | 399,508 | +40.5% | 0.03% | +44.4% |
| Q1 2021 | $14,593,000 | -30.8% | 284,400 | -30.7% | 0.02% | -21.7% |
| Q4 2020 | $21,085,000 | +41.4% | 410,300 | +41.7% | 0.02% | +53.3% |
| Q3 2020 | $14,914,000 | +30.2% | 289,600 | +30.5% | 0.02% | +50.0% |
| Q2 2020 | $11,456,000 | +51.1% | 221,887 | +51.4% | 0.01% | +42.9% |
| Q1 2020 | $7,584,000 | -42.0% | 146,600 | -43.4% | 0.01% | -30.0% |
| Q4 2019 | $13,082,000 | +202.5% | 259,146 | +203.2% | 0.01% | +150.0% |
| Q3 2019 | $4,324,000 | -56.8% | 85,468 | -56.8% | 0.00% | -55.6% |
| Q2 2019 | $10,017,000 | +3.0% | 198,000 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $9,727,000 | – | 193,800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |