SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,629,838 | -6.9% | 283,600 | -5.4% | 3.46% | -6.3% |
| Q1 2023 | $14,633,359 | -55.6% | 299,925 | -56.1% | 3.70% | -56.4% |
| Q4 2022 | $32,992,710 | +4.6% | 683,928 | +4.7% | 8.48% | -3.0% |
| Q3 2022 | $31,537,000 | -3.4% | 653,474 | -1.5% | 8.74% | -7.5% |
| Q2 2022 | $32,631,000 | +482.3% | 663,363 | +512.3% | 9.45% | +87.1% |
| Q1 2020 | $5,604,000 | – | 108,333 | – | 5.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |