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 2022 | $213,000 | -10.9% | 4,422 | -9.1% | 0.05% | -1.9% |
| Q2 2022 | $239,000 | -86.2% | 4,867 | -86.1% | 0.05% | -83.3% |
| Q1 2022 | $1,734,000 | -57.9% | 35,011 | -56.8% | 0.31% | -54.1% |
| Q4 2021 | $4,117,000 | -0.7% | 80,964 | 0.0% | 0.68% | -12.3% |
| Q3 2021 | $4,145,000 | -5.0% | 80,964 | -4.9% | 0.77% | -4.7% |
| Q2 2021 | $4,361,000 | -6.6% | 85,144 | -6.4% | 0.81% | -16.6% |
| Q1 2021 | $4,668,000 | -7.9% | 90,981 | -7.8% | 0.97% | -7.5% |
| Q4 2020 | $5,070,000 | – | 98,649 | – | 1.05% | – |
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% |