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 | $438,241 | +0.4% | 9,151 | +0.7% | 0.27% | +2.7% |
| Q2 2023 | $436,673 | +1.8% | 9,086 | +3.4% | 0.26% | -4.4% |
| Q1 2023 | $428,815 | -5.5% | 8,789 | -6.6% | 0.27% | -11.6% |
| Q4 2022 | $453,794 | -34.9% | 9,407 | -34.8% | 0.31% | -43.0% |
| Q3 2022 | $697,000 | -4.8% | 14,436 | -2.9% | 0.54% | +3.2% |
| Q2 2022 | $732,000 | +77.7% | 14,872 | +78.9% | 0.53% | +101.1% |
| Q1 2022 | $412,000 | -12.7% | 8,312 | -10.4% | 0.26% | -9.7% |
| Q4 2021 | $472,000 | -0.2% | 9,281 | +0.1% | 0.29% | -6.1% |
| Q3 2021 | $473,000 | – | 9,276 | – | 0.31% | – |
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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% |