SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 566 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $426,095 | -29.2% | 8,853 | -28.9% | 0.30% | +8.8% |
| Q1 2024 | $601,710 | +44.8% | 12,446 | +45.1% | 0.27% | -43.1% |
| Q4 2023 | $415,556 | -1.7% | 8,577 | -2.8% | 0.48% | +33.1% |
| Q3 2023 | $422,629 | +50.1% | 8,825 | +50.6% | 0.36% | +41.9% |
| Q2 2023 | $281,584 | -5.2% | 5,859 | -3.8% | 0.25% | -7.0% |
| Q1 2023 | $297,180 | – | 6,091 | – | 0.27% | – |
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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% |