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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,787,000 | -12.7% | 54,021 | -12.5% | 2.49% | -24.8% |
| Q1 2020 | $3,194,000 | +37.3% | 61,741 | +32.4% | 3.31% | +37.7% |
| Q4 2019 | $2,327,000 | -25.4% | 46,623 | -24.4% | 2.40% | -14.6% |
| Q3 2019 | $3,119,000 | +26.3% | 61,657 | +26.3% | 2.81% | +21.7% |
| Q2 2019 | $2,470,000 | -3.5% | 48,828 | -4.3% | 2.31% | -3.0% |
| Q1 2019 | $2,560,000 | +10.0% | 51,016 | +9.4% | 2.38% | -0.8% |
| Q4 2018 | $2,327,000 | – | 46,623 | – | 2.40% | – |
Download | ||||||
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% |