SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,532 | -0.5% | 94 | 0.0% | 0.00% | -25.0% |
| Q4 2023 | $4,554 | +1.2% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4,502 | -0.4% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,518 | -1.5% | 94 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $4,586 | +1.1% | 94 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $4,535 | -9.3% | 94 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $5,000 | 0.0% | 94 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -50.0% | 94 | -49.5% | 0.00% | -57.1% |
| Q1 2021 | $10,000 | 0.0% | 186 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $10,000 | 0.0% | 186 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $10,000 | 0.0% | 186 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $10,000 | – | 186 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |