Per Stirling Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$803,818
+4.1%
16,785
+4.5%
0.17%
+6.4%
Q2 2023$771,829
-38.3%
16,060
-37.3%
0.16%
-41.9%
Q1 2023$1,250,548
+3.0%
25,631
+1.8%
0.27%
+22.2%
Q4 2022$1,214,55325,1770.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,355,672$66,143,24921.28%
Morningstar Investment Management LLC 2,060,262$100,52014.98%
Edgehill Endowment Partners, LLC 1,259,008$61,427,00312.27%
FLC Capital Advisors 675,279$32,946,84610.08%
Northeast Financial Group, Inc. 285,137$13,859,33410.00%
Altiora Financial Group, LLC 439,503$21,443,3359.89%
United Capital Management of KS, Inc. 520,018$25,371,6549.45%
Bell Investment Advisors, Inc 825,770$40,289,3369.43%
LOWERY THOMAS, LLC 175,148$8,545,4949.42%
Passive Capital Management, LLC. 438,663$21,402,3469.34%
View complete list of SCHWAB STRATEGIC TR shareholders