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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,303,107 | -0.7% | 27,114 | +0.6% | 0.49% | -6.8% |
| Q1 2023 | $1,312,375 | +1.7% | 26,959 | +0.8% | 0.53% | -5.4% |
| Q4 2022 | $1,289,875 | +0.7% | 26,739 | +0.7% | 0.56% | -6.0% |
| Q3 2022 | $1,281,000 | -1.5% | 26,543 | +0.4% | 0.60% | +3.1% |
| Q2 2022 | $1,301,000 | -0.5% | 26,448 | +0.2% | 0.58% | +20.2% |
| Q1 2022 | $1,308,000 | -2.5% | 26,404 | +0.1% | 0.48% | +0.4% |
| Q4 2021 | $1,342,000 | – | 26,387 | – | 0.48% | – |
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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% |