SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,183 | -0.4% | 5,245 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $252,075 | -1.5% | 5,245 | 0.0% | 0.09% | -5.3% |
| Q1 2023 | $255,904 | +1.1% | 5,245 | 0.0% | 0.10% | -6.9% |
| Q4 2022 | $253,019 | +0.0% | 5,245 | 0.0% | 0.10% | -7.3% |
| Q3 2022 | $253,000 | -1.9% | 5,245 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $258,000 | -0.8% | 5,245 | 0.0% | 0.11% | -30.6% |
| Q1 2022 | $260,000 | -2.6% | 5,245 | 0.0% | 0.16% | +41.6% |
| Q4 2021 | $267,000 | -16.6% | 5,245 | -16.0% | 0.11% | -26.1% |
| Q3 2021 | $320,000 | 0.0% | 6,245 | 0.0% | 0.15% | -12.1% |
| Q2 2021 | $320,000 | -20.6% | 6,245 | -20.4% | 0.17% | -47.1% |
| Q1 2021 | $403,000 | – | 7,849 | – | 0.33% | – |
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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% |