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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,884 | -19.2% | 4,185 | -19.3% | 0.28% | -4.2% |
| Q3 2022 | $250,000 | -9.1% | 5,185 | -7.2% | 0.29% | -0.3% |
| Q2 2022 | $275,000 | -0.7% | 5,585 | 0.0% | 0.29% | +11.2% |
| Q1 2022 | $277,000 | -10.4% | 5,585 | -8.2% | 0.26% | +7.4% |
| Q4 2021 | $309,000 | -35.5% | 6,085 | -34.9% | 0.24% | -38.1% |
| Q3 2021 | $479,000 | -4.0% | 9,350 | -4.1% | 0.39% | +1.3% |
| Q2 2010 | $499,000 | – | 9,750 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |