SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,743 | -1.6% | 4,317 | -1.2% | 0.26% | -9.5% |
| Q2 2023 | $210,050 | -14.6% | 4,371 | -13.3% | 0.28% | -19.8% |
| Q1 2023 | $246,031 | -2.7% | 5,043 | -3.8% | 0.35% | -9.5% |
| Q4 2022 | $252,799 | -29.6% | 5,240 | -27.9% | 0.39% | -27.4% |
| Q2 2022 | $359,000 | -11.6% | 7,272 | -11.2% | 0.54% | -2.0% |
| Q1 2022 | $406,000 | -4.2% | 8,191 | -1.9% | 0.55% | +0.2% |
| Q4 2021 | $424,000 | -8.8% | 8,348 | -8.2% | 0.55% | -15.6% |
| Q3 2021 | $465,000 | -0.4% | 9,090 | -0.3% | 0.65% | -2.0% |
| Q2 2021 | $467,000 | -2.9% | 9,113 | -2.7% | 0.66% | -12.2% |
| Q1 2021 | $481,000 | – | 9,366 | – | 0.75% | – |
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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% |