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 | $8,932,061 | +22.9% | 186,512 | +23.3% | 1.33% | +23.3% |
| Q2 2023 | $7,270,695 | +43.2% | 151,284 | +45.4% | 1.08% | +35.8% |
| Q1 2023 | $5,077,111 | +30.5% | 104,060 | +29.1% | 0.80% | -17.7% |
| Q4 2022 | $3,889,290 | -71.8% | 80,624 | -71.8% | 0.97% | -72.5% |
| Q3 2022 | $13,803,000 | -5.2% | 286,023 | -3.1% | 3.52% | +5.3% |
| Q2 2022 | $14,557,000 | +5.7% | 295,282 | +6.2% | 3.34% | -4.1% |
| Q1 2022 | $13,770,000 | +43.4% | 277,961 | +47.2% | 3.49% | +31.4% |
| Q4 2021 | $9,605,000 | +8.9% | 188,885 | +9.6% | 2.65% | -7.2% |
| Q3 2021 | $8,822,000 | +11.3% | 172,335 | +11.4% | 2.86% | +13.5% |
| Q2 2021 | $7,924,000 | +18.9% | 154,710 | +19.1% | 2.52% | +8.0% |
| Q1 2021 | $6,663,000 | +5.3% | 129,858 | +5.4% | 2.33% | -1.6% |
| Q4 2020 | $6,329,000 | – | 123,164 | – | 2.37% | – |
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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% |