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 | $926,432 | +8.0% | 19,345 | +8.4% | 0.04% | +10.3% |
| Q2 2023 | $857,487 | +14.9% | 17,842 | +16.6% | 0.04% | +8.3% |
| Q1 2023 | $746,438 | +54987.7% | 15,299 | -45.5% | 0.04% | -41.0% |
| Q4 2022 | $1,355 | -99.9% | 28,096 | +20.7% | 0.06% | +15.1% |
| Q3 2022 | $1,123,000 | +13.7% | 23,278 | +15.8% | 0.05% | +23.3% |
| Q2 2022 | $988,000 | -68.9% | 20,095 | -68.7% | 0.04% | -61.3% |
| Q1 2022 | $3,177,000 | -14.9% | 64,132 | -12.7% | 0.11% | -7.5% |
| Q4 2021 | $3,734,000 | +40.5% | 73,435 | +41.5% | 0.12% | +122.2% |
| Q3 2021 | $2,657,000 | +46.1% | 51,909 | +46.3% | 0.05% | -20.6% |
| Q2 2021 | $1,818,000 | -13.7% | 35,487 | -13.6% | 0.07% | -20.9% |
| Q1 2021 | $2,107,000 | – | 41,071 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |