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 | $331,575 | -0.3% | 6,924 | +0.0% | 0.08% | +8.6% |
| Q2 2023 | $332,650 | -2.1% | 6,922 | -0.6% | 0.07% | -7.9% |
| Q1 2023 | $339,613 | +3.2% | 6,961 | +2.0% | 0.08% | -5.0% |
| Q4 2022 | $329,173 | -5.4% | 6,824 | -5.3% | 0.08% | -14.9% |
| Q3 2022 | $348,000 | -4.4% | 7,205 | -2.6% | 0.09% | -5.1% |
| Q2 2022 | $364,000 | -1.1% | 7,399 | -0.3% | 0.10% | +12.5% |
| Q1 2022 | $368,000 | -23.8% | 7,419 | -21.8% | 0.09% | -26.7% |
| Q4 2021 | $483,000 | +7.8% | 9,493 | +9.0% | 0.12% | -63.0% |
| Q3 2021 | $448,000 | -11.5% | 8,707 | -11.9% | 0.32% | +125.0% |
| Q2 2021 | $506,000 | +1.8% | 9,878 | +2.0% | 0.14% | -23.8% |
| Q1 2021 | $497,000 | +11.2% | 9,682 | +11.2% | 0.19% | -31.3% |
| Q4 2020 | $447,000 | -0.2% | 8,707 | 0.0% | 0.28% | -15.1% |
| Q3 2020 | $448,000 | -0.2% | 8,707 | +0.0% | 0.32% | -12.2% |
| Q2 2020 | $449,000 | -8.0% | 8,706 | -7.7% | 0.37% | -25.5% |
| Q1 2020 | $488,000 | +42.7% | 9,432 | +39.4% | 0.50% | +57.1% |
| Q4 2019 | $342,000 | – | 6,767 | – | 0.32% | – |
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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% |