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 | $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 | 1,348,867 | $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% |