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 | $2,743,268 | -15.5% | 57,283 | -15.2% | 0.09% | -1.1% |
| Q2 2023 | $3,248,375 | -4.3% | 67,590 | -2.9% | 0.09% | 0.0% |
| Q1 2023 | $3,394,467 | -10.0% | 69,573 | -5.2% | 0.09% | +58.9% |
| Q4 2020 | $3,772,000 | -67.7% | 73,407 | -67.6% | 0.06% | -73.8% |
| Q3 2020 | $11,666,000 | +66.4% | 226,523 | +66.8% | 0.21% | +54.0% |
| Q2 2020 | $7,011,000 | +1769.6% | 135,788 | +1775.5% | 0.14% | +1058.3% |
| Q1 2020 | $375,000 | +55.0% | 7,240 | +51.1% | 0.01% | +20.0% |
| Q3 2019 | $242,000 | -58.0% | 4,791 | -58.3% | 0.01% | -70.6% |
| Q1 2019 | $576,000 | -11.5% | 11,481 | -11.9% | 0.03% | -59.5% |
| Q4 2018 | $651,000 | +102.2% | 13,036 | +104.0% | 0.08% | +121.1% |
| Q4 2015 | $322,000 | – | 6,389 | – | 0.04% | – |
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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% |