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 | $60,981 | -37.5% | 1,273 | -37.3% | 0.03% | -28.9% |
| Q2 2023 | $97,600 | +41.5% | 2,031 | +43.7% | 0.04% | +11.8% |
| Q1 2023 | $68,952 | -6.3% | 1,413 | -7.4% | 0.03% | 0.0% |
| Q4 2022 | $73,612 | +0.8% | 1,526 | +0.4% | 0.03% | -8.1% |
| Q3 2022 | $73,000 | -2.7% | 1,520 | +0.3% | 0.04% | -2.6% |
| Q2 2022 | $75,000 | 0.0% | 1,516 | +0.1% | 0.04% | +15.2% |
| Q1 2022 | $75,000 | -2.6% | 1,515 | +0.1% | 0.03% | +6.5% |
| Q4 2021 | $77,000 | +18.5% | 1,514 | +18.6% | 0.03% | +3.3% |
| Q3 2021 | $65,000 | +47.7% | 1,277 | +47.3% | 0.03% | +50.0% |
| Q2 2021 | $44,000 | 0.0% | 867 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $44,000 | – | 867 | – | 0.02% | – |
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% |