SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
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% | – |
Download | ||||||
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% |