SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $596,897 | -67.2% | 12,234 | -67.5% | 0.12% | -70.1% |
| Q4 2022 | $1,818,359 | -3.7% | 37,694 | -3.7% | 0.40% | -3.3% |
| Q3 2022 | $1,889,000 | -6.1% | 39,144 | -4.3% | 0.42% | -0.2% |
| Q2 2022 | $2,011,000 | +61.0% | 40,890 | +68.1% | 0.42% | +16.3% |
| Q4 2020 | $1,249,000 | +11.6% | 24,323 | +11.8% | 0.36% | -3.7% |
| Q3 2020 | $1,119,000 | +57.4% | 21,763 | +58.0% | 0.38% | +21.0% |
| Q1 2020 | $711,000 | -31.3% | 13,771 | -32.8% | 0.31% | -13.9% |
| Q4 2019 | $1,035,000 | -3.4% | 20,499 | -3.2% | 0.36% | -10.4% |
| Q3 2019 | $1,071,000 | -13.6% | 21,166 | -13.7% | 0.40% | -14.8% |
| Q2 2019 | $1,240,000 | +2.5% | 24,520 | +1.7% | 0.47% | +0.9% |
| Q1 2019 | $1,210,000 | +5.0% | 24,107 | +4.4% | 0.47% | -7.0% |
| Q4 2018 | $1,152,000 | – | 23,091 | – | 0.50% | – |
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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% |