SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916 | -0.4% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $1,923 | -75.4% | 40 | -75.0% | 0.00% | -100.0% |
| Q1 2023 | $7,807 | +1.2% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,718 | -83.6% | 160 | -83.7% | 0.00% | -83.3% |
| Q3 2022 | $47,000 | +193.8% | 982 | +198.5% | 0.01% | +200.0% |
| Q2 2022 | $16,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -5.9% | 329 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $17,000 | -34.6% | 329 | -34.9% | 0.00% | -40.0% |
| Q4 2020 | $26,000 | -35.0% | 505 | -35.3% | 0.01% | -44.4% |
| Q3 2020 | $40,000 | -2.4% | 780 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | -33.9% | 800 | -32.8% | 0.01% | -10.0% |
| Q1 2020 | $62,000 | -57.2% | 1,190 | -60.3% | 0.01% | -41.2% |
| Q4 2019 | $145,000 | – | 3,000 | – | 0.02% | – |
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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% |