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 | $30,295 | -99.9% | 633 | -99.9% | 0.01% | -99.9% |
| Q2 2023 | $41,059,705 | +1.9% | 854,343 | +3.5% | 9.11% | -3.4% |
| Q1 2023 | $40,289,336 | +9.9% | 825,770 | +8.7% | 9.43% | +3.3% |
| Q4 2022 | $36,645,916 | +17.6% | 759,658 | +17.6% | 9.12% | -5.7% |
| Q3 2022 | $31,170,000 | +16.0% | 645,886 | +18.3% | 9.68% | +17.4% |
| Q2 2022 | $26,867,000 | -1.9% | 546,198 | +1.4% | 8.24% | +9.7% |
| Q4 2021 | $27,383,000 | +4.4% | 538,510 | +5.1% | 7.51% | -3.3% |
| Q3 2021 | $26,239,000 | – | 512,585 | – | 7.77% | – |
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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% |