SCHARF INVESTMENTS, LLC - SCHWAB STRATEGIC TR ownership

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
SCHARF INVESTMENTS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2017$6,747,000
-17.4%
134,869
-16.8%
0.15%
-22.7%
Q3 2017$8,167,000
-3.1%
162,049
-3.0%
0.20%0.0%
Q2 2017$8,424,000167,0690.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,355,672$66,143,24921.28%
Morningstar Investment Management LLC 2,060,262$100,52014.98%
Edgehill Endowment Partners, LLC 1,259,008$61,427,00312.27%
FLC Capital Advisors 675,279$32,946,84610.08%
Northeast Financial Group, Inc. 285,137$13,859,33410.00%
Altiora Financial Group, LLC 439,503$21,443,3359.89%
United Capital Management of KS, Inc. 520,018$25,371,6549.45%
Bell Investment Advisors, Inc 825,770$40,289,3369.43%
LOWERY THOMAS, LLC 175,148$8,545,4949.42%
Passive Capital Management, LLC. 438,663$21,402,3469.34%
View complete list of SCHWAB STRATEGIC TR shareholders