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 | $298,647 | +0.7% | 6,236 | +1.0% | 0.21% | +3.9% |
| Q2 2023 | $296,718 | -0.6% | 6,174 | +0.9% | 0.21% | -4.2% |
| Q1 2023 | $298,551 | +1.6% | 6,119 | +0.5% | 0.22% | -2.3% |
| Q4 2022 | $293,705 | +0.6% | 6,088 | +0.7% | 0.22% | -8.7% |
| Q3 2022 | $292,000 | -1.4% | 6,044 | +0.4% | 0.24% | -11.4% |
| Q2 2022 | $296,000 | -66.9% | 6,022 | -66.6% | 0.27% | +35.3% |
| Q1 2022 | $894,000 | +46.3% | 18,037 | +50.1% | 0.20% | +17.5% |
| Q4 2021 | $611,000 | -0.7% | 12,017 | +0.1% | 0.17% | -12.3% |
| Q3 2021 | $615,000 | +100.3% | 12,005 | +100.2% | 0.20% | -14.5% |
| Q2 2021 | $307,000 | 0.0% | 5,997 | +0.1% | 0.23% | -9.5% |
| Q1 2021 | $307,000 | -0.3% | 5,990 | +0.1% | 0.25% | -7.7% |
| Q4 2020 | $308,000 | – | 5,984 | – | 0.27% | – |
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% |