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 | $351,848 | -82.1% | 7,347 | -82.1% | 0.03% | -81.6% |
| Q2 2023 | $1,969,883 | +79.8% | 40,988 | +82.6% | 0.17% | +70.6% |
| Q1 2023 | $1,095,482 | +250.0% | 22,453 | +246.0% | 0.10% | +229.0% |
| Q4 2022 | $313,029 | -35.6% | 6,489 | -31.6% | 0.03% | -40.4% |
| Q2 2021 | $486,000 | -0.2% | 9,485 | 0.0% | 0.05% | -10.3% |
| Q1 2021 | $487,000 | -7.8% | 9,485 | -7.7% | 0.06% | -14.7% |
| Q4 2020 | $528,000 | -54.2% | 10,276 | -54.1% | 0.07% | -61.4% |
| Q3 2020 | $1,153,000 | -6.5% | 22,394 | -6.3% | 0.18% | -10.7% |
| Q2 2020 | $1,233,000 | -14.7% | 23,887 | -14.6% | 0.20% | -44.4% |
| Q1 2020 | $1,446,000 | +26.1% | 27,955 | +23.0% | 0.35% | +81.5% |
| Q4 2019 | $1,147,000 | -2.7% | 22,720 | -2.5% | 0.20% | +16.8% |
| Q3 2019 | $1,179,000 | +137.2% | 23,296 | +136.9% | 0.17% | +94.2% |
| Q2 2019 | $497,000 | -84.9% | 9,833 | -85.0% | 0.09% | -85.5% |
| Q1 2019 | $3,290,000 | -54.5% | 65,560 | -54.8% | 0.59% | -57.4% |
| Q4 2018 | $7,236,000 | – | 144,984 | – | 1.39% | – |
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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% |