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 | $608,251 | -30.2% | 12,701 | -30.0% | 0.05% | -26.4% |
| Q2 2023 | $871,761 | +1.1% | 18,139 | +2.6% | 0.07% | -7.7% |
| Q1 2023 | $862,266 | -35.0% | 17,673 | -35.8% | 0.08% | -39.5% |
| Q4 2022 | $1,327,276 | -45.8% | 27,514 | -45.8% | 0.13% | -49.6% |
| Q3 2022 | $2,449,000 | +1.5% | 50,748 | +3.5% | 0.26% | +4.5% |
| Q2 2022 | $2,412,000 | +4.5% | 49,032 | +5.2% | 0.24% | +21.3% |
| Q1 2022 | $2,309,000 | -13.7% | 46,613 | -11.5% | 0.20% | -9.8% |
| Q4 2021 | $2,677,000 | +3.1% | 52,642 | +3.8% | 0.22% | -7.1% |
| Q3 2021 | $2,597,000 | +0.5% | 50,726 | +0.5% | 0.24% | -2.0% |
| Q2 2021 | $2,584,000 | +632.0% | 50,454 | +608.9% | 0.25% | +347.3% |
| Q3 2018 | $353,000 | -0.3% | 7,117 | 0.0% | 0.06% | -11.3% |
| Q2 2018 | $354,000 | -0.3% | 7,117 | 0.0% | 0.06% | -4.6% |
| Q1 2018 | $355,000 | – | 7,117 | – | 0.06% | – |
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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% |