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 | $811,600 | -3.8% | 16,947 | -3.5% | 0.08% | +18.5% |
| Q2 2023 | $843,952 | +11.1% | 17,560 | +12.8% | 0.06% | +1.6% |
| Q1 2023 | $759,413 | +92173.8% | 15,565 | -8.7% | 0.06% | -13.5% |
| Q4 2022 | $823 | -99.9% | 17,057 | +5.4% | 0.07% | -5.1% |
| Q3 2022 | $781,000 | -51.9% | 16,177 | -51.0% | 0.08% | -51.9% |
| Q2 2022 | $1,623,000 | +1.1% | 32,994 | +4.5% | 0.16% | +27.6% |
| Q1 2022 | $1,606,000 | 0.0% | 31,581 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $1,606,000 | -52.0% | 31,581 | -51.6% | 0.13% | -57.5% |
| Q3 2021 | $3,343,000 | -43.7% | 65,307 | -43.7% | 0.30% | -43.9% |
| Q2 2021 | $5,937,000 | -32.6% | 115,914 | -32.5% | 0.53% | -38.2% |
| Q1 2021 | $8,807,000 | -6.6% | 171,639 | -6.5% | 0.86% | -15.1% |
| Q4 2020 | $9,431,000 | -2.5% | 183,519 | -2.3% | 1.02% | -18.2% |
| Q3 2020 | $9,671,000 | -28.8% | 187,784 | -28.6% | 1.24% | -34.8% |
| Q2 2020 | $13,585,000 | – | 263,123 | – | 1.90% | – |
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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% |