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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $219,106 | -1.5% | 4,559 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $222,434 | +1.1% | 4,559 | 0.0% | 0.01% | -85.5% |
| Q4 2022 | $219,926 | -0.9% | 4,559 | -0.8% | 0.08% | +484.6% |
| Q3 2022 | $222,000 | -0.9% | 4,597 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $224,000 | -0.9% | 4,559 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $226,000 | -2.6% | 4,559 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $232,000 | -20.8% | 4,559 | -20.4% | 0.01% | -31.2% |
| Q3 2021 | $293,000 | +27.9% | 5,726 | +28.3% | 0.02% | -5.9% |
| Q3 2020 | $229,000 | +2.2% | 4,463 | +2.8% | 0.02% | -29.2% |
| Q2 2020 | $224,000 | -9.3% | 4,341 | -9.1% | 0.02% | -33.3% |
| Q1 2020 | $247,000 | -75.3% | 4,778 | -75.9% | 0.04% | -18.2% |
| Q4 2019 | $1,001,000 | +320.6% | 19,842 | +319.7% | 0.04% | +51.7% |
| Q3 2019 | $238,000 | -19.0% | 4,728 | -19.2% | 0.03% | -29.3% |
| Q1 2019 | $294,000 | – | 5,853 | – | 0.04% | – |
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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% |