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 | $8,199,636 | +29.9% | 171,218 | +30.4% | 0.07% | +34.0% |
| Q2 2023 | $6,310,361 | +27.7% | 131,302 | +29.6% | 0.05% | +23.3% |
| Q1 2023 | $4,942,524 | +86.1% | 101,302 | +84.0% | 0.04% | +72.0% |
| Q4 2022 | $2,655,215 | -67.3% | 55,042 | -67.3% | 0.02% | -84.6% |
| Q3 2022 | $8,125,000 | -5.7% | 168,351 | -3.9% | 0.16% | +18.2% |
| Q2 2022 | $8,614,000 | +6.8% | 175,108 | +7.5% | 0.14% | +18.1% |
| Q1 2022 | $8,067,000 | -5.3% | 162,832 | -2.7% | 0.12% | -4.9% |
| Q4 2021 | $8,514,000 | -0.4% | 167,424 | +0.2% | 0.12% | -10.3% |
| Q3 2021 | $8,550,000 | -0.4% | 167,017 | -0.4% | 0.14% | -1.4% |
| Q2 2021 | $8,587,000 | -1.8% | 167,653 | -1.7% | 0.14% | -19.8% |
| Q1 2021 | $8,748,000 | -0.7% | 170,496 | -0.5% | 0.17% | -1.1% |
| Q4 2020 | $8,806,000 | +77.8% | 171,361 | +78.1% | 0.17% | -57.1% |
| Q3 2020 | $4,954,000 | +3.9% | 96,202 | +4.2% | 0.41% | -8.1% |
| Q2 2020 | $4,768,000 | +11.0% | 92,358 | +11.2% | 0.44% | -16.0% |
| Q1 2020 | $4,295,000 | +8.5% | 83,023 | +6.0% | 0.53% | +32.5% |
| Q4 2019 | $3,957,000 | – | 78,313 | – | 0.40% | – |
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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% |