SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,261,016 | -20.7% | 193,381 | -20.4% | 2.96% | -14.0% |
| Q2 2023 | $11,674,597 | -7.2% | 242,917 | -5.7% | 3.44% | -10.4% |
| Q1 2023 | $12,574,891 | -2.2% | 257,735 | -3.4% | 3.85% | -6.3% |
| Q4 2022 | $12,864,257 | -4.3% | 266,672 | -4.3% | 4.11% | -13.8% |
| Q3 2022 | $13,444,000 | +0.7% | 278,566 | +2.7% | 4.76% | +1.5% |
| Q2 2022 | $13,348,000 | – | 271,350 | – | 4.69% | – |
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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% |