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 | $1,649,879 | -52.2% | 34,451 | -52.1% | 0.13% | -59.8% |
| Q2 2023 | $3,453,745 | +2.5% | 71,863 | +4.0% | 0.32% | +47.7% |
| Q1 2023 | $3,371,059 | +19.3% | 69,093 | +18.0% | 0.21% | -24.4% |
| Q4 2022 | $2,824,723 | +148.2% | 58,553 | +148.3% | 0.28% | +543.2% |
| Q3 2022 | $1,138,000 | +370.2% | 23,585 | +380.0% | 0.04% | +33.3% |
| Q2 2022 | $242,000 | -11.0% | 4,914 | -10.5% | 0.03% | +13.8% |
| Q1 2022 | $272,000 | +25.9% | 5,489 | +29.5% | 0.03% | +31.8% |
| Q4 2021 | $216,000 | +764.0% | 4,240 | +741.3% | 0.02% | +100.0% |
| Q4 2018 | $25,000 | – | 504 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |