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 2020 | $82,000 | -90.4% | 1,590 | -90.6% | 0.02% | -91.7% |
| Q4 2019 | $856,000 | +1.7% | 16,957 | +1.8% | 0.26% | -11.1% |
| Q3 2019 | $842,000 | +6.3% | 16,650 | +6.3% | 0.30% | -8.9% |
| Q2 2019 | $792,000 | +3.1% | 15,659 | +2.3% | 0.33% | +7.2% |
| Q1 2019 | $768,000 | +7.7% | 15,303 | +7.2% | 0.30% | -11.1% |
| Q4 2018 | $713,000 | -0.4% | 14,277 | -1.1% | 0.34% | +7.5% |
| Q3 2018 | $716,000 | -8.0% | 14,438 | -7.7% | 0.32% | -19.0% |
| Q2 2018 | $778,000 | -12.5% | 15,648 | -12.2% | 0.39% | -1.3% |
| Q1 2018 | $889,000 | +17680.0% | 17,820 | +19482.4% | 0.40% | +13200.0% |
| Q4 2017 | $5,000 | – | 91 | – | 0.00% | – |
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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% |