SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,739,772 | -9.9% | 57,210 | -9.6% | 0.81% | -7.0% |
Q2 2023 | $3,042,317 | +2.1% | 63,302 | +3.7% | 0.87% | -3.1% |
Q1 2023 | $2,979,527 | +8.2% | 61,068 | +7.0% | 0.90% | +3.8% |
Q4 2022 | $2,752,514 | +275151.4% | 57,059 | +285195.0% | 0.86% | – |
Q2 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 20 | -20.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | – | 25 | – | 0.00% | – |
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% |