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 | $29,452 | -27.6% | 615 | -27.3% | 0.01% | -28.6% |
Q2 2023 | $40,659 | -1.5% | 846 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $41,276 | +1.1% | 846 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $40,811 | -45.6% | 846 | -45.3% | 0.01% | -50.0% |
Q3 2022 | $75,000 | -1.3% | 1,547 | 0.0% | 0.01% | +7.7% |
Q2 2022 | $76,000 | -85.9% | 1,547 | -85.8% | 0.01% | -84.1% |
Q1 2022 | $538,000 | -2.0% | 10,862 | +0.7% | 0.08% | -1.2% |
Q4 2021 | $549,000 | +632.0% | 10,791 | +638.6% | 0.08% | +492.9% |
Q3 2021 | $75,000 | +13.6% | 1,461 | +13.6% | 0.01% | 0.0% |
Q2 2021 | $66,000 | +6.5% | 1,286 | +6.7% | 0.01% | 0.0% |
Q1 2021 | $62,000 | -85.2% | 1,205 | -85.2% | 0.01% | -86.8% |
Q4 2020 | $419,000 | +8.8% | 8,145 | +8.8% | 0.11% | -3.6% |
Q3 2020 | $385,000 | – | 7,485 | – | 0.11% | – |
Download |
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% |