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 | $11,510,553 | +3.5% | 240,354 | +4.7% | 1.30% | -3.2% |
| Q2 2023 | $11,119,130 | +3.7% | 229,497 | +4.4% | 1.34% | +3.5% |
| Q1 2023 | $10,724,286 | +23.2% | 219,805 | +21.9% | 1.30% | +13.0% |
| Q4 2022 | $8,701,290 | +146.8% | 180,375 | +146.8% | 1.15% | +93.3% |
| Q3 2022 | $3,526,000 | +747.6% | 73,071 | +770.4% | 0.59% | +712.3% |
| Q1 2022 | $416,000 | +30.8% | 8,395 | +34.3% | 0.07% | +40.4% |
| Q4 2021 | $318,000 | -20.7% | 6,251 | -20.3% | 0.05% | -34.2% |
| Q3 2021 | $401,000 | +9.9% | 7,843 | +10.0% | 0.08% | +9.7% |
| Q2 2021 | $365,000 | +23.3% | 7,129 | +23.3% | 0.07% | +18.0% |
| Q1 2021 | $296,000 | – | 5,780 | – | 0.06% | – |
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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% |