SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,608 | -0.3% | 305 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,653 | -28.1% | 305 | -27.0% | 0.00% | -33.3% |
| Q1 2023 | $20,382 | +1.2% | 418 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,149 | -8.4% | 418 | -9.1% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | -4.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | 0.0% | 460 | +0.2% | 0.01% | +16.7% |
| Q1 2022 | $23,000 | -25.8% | 459 | -24.6% | 0.01% | -25.0% |
| Q4 2021 | $31,000 | 0.0% | 609 | -0.2% | 0.01% | -11.1% |
| Q1 2021 | $31,000 | 0.0% | 610 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $31,000 | -6.1% | 610 | -6.2% | 0.01% | -8.3% |
| Q3 2019 | $33,000 | -37.7% | 650 | -38.1% | 0.01% | -47.8% |
| Q3 2017 | $53,000 | +12.8% | 1,050 | +13.3% | 0.02% | +9.5% |
| Q2 2017 | $47,000 | – | 927 | – | 0.02% | – |
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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% |