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 | $2,634 | -0.3% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,643 | -1.5% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,683 | -100.0% | 55 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $24,056,000 | +0.7% | 473,075 | +1.4% | 6.80% | -7.8% |
| Q3 2021 | $23,879,000 | +5.8% | 466,486 | +6.0% | 7.38% | -8.0% |
| Q1 2021 | $22,577,000 | +8.7% | 440,006 | +8.9% | 8.02% | -1.9% |
| Q4 2020 | $20,765,000 | – | 404,060 | – | 8.17% | – |
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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% |