SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $544,096 | +10.8% | 11,305 | +11.0% | 0.04% | +5.3% |
| Q1 2024 | $490,865 | -61.4% | 10,182 | -61.2% | 0.04% | -58.7% |
| Q4 2023 | $1,270,844 | +71.1% | 26,230 | +69.1% | 0.09% | +46.0% |
| Q3 2023 | $742,790 | +17.3% | 15,510 | +17.7% | 0.06% | +16.7% |
| Q2 2023 | $633,465 | +60.1% | 13,181 | +62.5% | 0.05% | +45.9% |
| Q1 2023 | $395,751 | +13.7% | 8,111 | +12.4% | 0.04% | +85.0% |
| Q3 2022 | $348,000 | -5.2% | 7,214 | -3.7% | 0.02% | -4.8% |
| Q2 2022 | $367,000 | -3.7% | 7,492 | -2.6% | 0.02% | +16.7% |
| Q1 2022 | $381,000 | +78.0% | 7,690 | +85.7% | 0.02% | -63.3% |
| Q1 2020 | $214,000 | -0.9% | 4,142 | -3.2% | 0.05% | +48.5% |
| Q4 2019 | $216,000 | -6.9% | 4,277 | -6.6% | 0.03% | -31.2% |
| Q3 2019 | $232,000 | 0.0% | 4,577 | 0.0% | 0.05% | +60.0% |
| Q2 2019 | $232,000 | +0.4% | 4,577 | 0.0% | 0.03% | -41.2% |
| Q1 2019 | $231,000 | +1.3% | 4,577 | 0.0% | 0.05% | -16.4% |
| Q4 2018 | $228,000 | – | 4,577 | – | 0.06% | – |
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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% |