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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,000 | 0.0% | 273 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $14,000 | -99.4% | 273 | -99.4% | 0.01% | -99.3% |
| Q2 2020 | $2,182,000 | -67.3% | 42,264 | -67.2% | 1.82% | -73.7% |
| Q1 2020 | $6,663,000 | +8.5% | 128,805 | +5.9% | 6.92% | -44.8% |
| Q4 2019 | $6,139,000 | +17.0% | 121,603 | +17.3% | 12.52% | +10.2% |
| Q3 2019 | $5,246,000 | +2.1% | 103,690 | +2.1% | 11.36% | -8.6% |
| Q2 2019 | $5,137,000 | +4612.8% | 101,543 | +4568.6% | 12.43% | +2285.8% |
| Q1 2019 | $109,000 | – | 2,175 | – | 0.52% | – |
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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% |