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 | $570,418 | +0.3% | 11,911 | +0.7% | 1.83% | -12.3% |
| Q2 2023 | $568,550 | +9.0% | 11,830 | +10.7% | 2.08% | -1.9% |
| Q1 2023 | $521,370 | -4.3% | 10,686 | -5.4% | 2.12% | -19.4% |
| Q4 2022 | $544,871 | +7.5% | 11,295 | +7.5% | 2.63% | -7.8% |
| Q3 2022 | $507,000 | -6.6% | 10,505 | -4.9% | 2.85% | +3.8% |
| Q2 2022 | $543,000 | +2.3% | 11,046 | +3.1% | 2.75% | +14.8% |
| Q1 2022 | $531,000 | +4.7% | 10,709 | +7.4% | 2.39% | -4.1% |
| Q4 2021 | $507,000 | -24.3% | 9,974 | -23.8% | 2.50% | -37.3% |
| Q3 2021 | $670,000 | -4.7% | 13,085 | -4.6% | 3.98% | -24.7% |
| Q2 2021 | $703,000 | -1.4% | 13,718 | -1.2% | 5.29% | -36.2% |
| Q1 2021 | $713,000 | -3.9% | 13,887 | -3.9% | 8.29% | -50.0% |
| Q4 2020 | $742,000 | – | 14,445 | – | 16.59% | – |
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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% |