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 | $394,409 | -32.0% | 8,236 | -31.8% | 0.00% | +100.0% |
| Q2 2023 | $580,081 | +110.9% | 12,070 | +126.8% | 0.00% | -87.5% |
| Q1 2020 | $275,000 | -95.5% | 5,322 | -95.6% | 0.01% | -95.2% |
| Q4 2019 | $6,121,000 | -23.0% | 121,256 | -22.8% | 0.17% | -31.7% |
| Q3 2019 | $7,946,000 | -35.7% | 157,057 | -35.7% | 0.24% | -36.9% |
| Q2 2019 | $12,366,000 | +123560.0% | 244,435 | +28.7% | 0.38% | – |
| Q1 2019 | $10,000 | – | 189,884 | – | 0.00% | – |
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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% |