SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,276,216 | +7.2% | 26,516 | +7.4% | 0.28% | +4.5% |
| Q1 2024 | $1,190,208 | +6.7% | 24,688 | +7.3% | 0.26% | -1.1% |
| Q4 2023 | $1,115,077 | +310.8% | 23,015 | +306.1% | 0.27% | +277.5% |
| Q3 2023 | $271,441 | -42.0% | 5,668 | -41.7% | 0.07% | -42.3% |
| Q2 2023 | $467,624 | -8.9% | 9,730 | -7.5% | 0.12% | -14.0% |
| Q1 2023 | $513,222 | -0.3% | 10,519 | -1.5% | 0.14% | -4.7% |
| Q4 2022 | $514,962 | +189.3% | 10,675 | +188.8% | 0.15% | +183.0% |
| Q3 2022 | $178,000 | – | 3,696 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |