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 | $3,562,633 | -1.0% | 74,392 | -0.6% | 3.17% | -0.8% |
| Q2 2023 | $3,597,339 | -0.9% | 74,851 | +0.6% | 3.20% | -4.5% |
| Q1 2023 | $3,630,757 | +0.1% | 74,416 | -1.0% | 3.35% | -0.7% |
| Q4 2022 | $3,627,793 | -25.0% | 75,203 | -25.0% | 3.37% | -32.3% |
| Q3 2022 | $4,839,000 | -4.0% | 100,266 | -2.2% | 4.98% | -1.8% |
| Q2 2022 | $5,041,000 | +0.2% | 102,488 | +0.9% | 5.07% | +10.0% |
| Q1 2022 | $5,030,000 | -2.8% | 101,526 | -0.3% | 4.61% | -2.4% |
| Q4 2021 | $5,177,000 | – | 101,811 | – | 4.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |