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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $95,719 | +230.9% | 1,992 | +235.9% | 0.09% | +207.1% |
| Q1 2023 | $28,925 | -21.6% | 593 | -22.5% | 0.03% | -20.0% |
| Q4 2022 | $36,896 | -29.0% | 765 | -28.6% | 0.04% | -34.0% |
| Q3 2022 | $52,000 | -30.7% | 1,071 | -30.0% | 0.05% | -26.4% |
| Q2 2022 | $75,000 | -2.6% | 1,529 | -2.0% | 0.07% | +10.8% |
| Q1 2022 | $77,000 | -2.5% | 1,561 | +0.7% | 0.06% | +3.2% |
| Q4 2021 | $79,000 | – | 1,550 | – | 0.06% | – |
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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% |