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 | $398,405 | -12.1% | 8,319 | -11.8% | 0.27% | -9.4% |
| Q2 2023 | $453,195 | -9.0% | 9,430 | -7.6% | 0.30% | -9.7% |
| Q1 2023 | $497,891 | -51.6% | 10,205 | -52.2% | 0.33% | -38.9% |
| Q4 2022 | $1,028,871 | -49.3% | 21,328 | -49.2% | 0.54% | -60.0% |
| Q3 2022 | $2,028,000 | -32.3% | 42,016 | -31.0% | 1.36% | -29.4% |
| Q2 2022 | $2,995,000 | +5.3% | 60,885 | +6.0% | 1.92% | +8.8% |
| Q1 2022 | $2,845,000 | -13.0% | 57,419 | -10.7% | 1.76% | -32.3% |
| Q4 2021 | $3,271,000 | – | 64,326 | – | 2.61% | – |
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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% |