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 | $2,389,281 | +9.7% | 49,891 | +10.1% | 1.07% | +3.0% |
| Q2 2023 | $2,178,759 | -0.9% | 45,334 | +0.6% | 1.04% | -0.1% |
| Q1 2023 | $2,197,785 | -17.7% | 45,046 | -18.6% | 1.04% | -14.4% |
| Q4 2022 | $2,670,000 | +34.9% | 55,355 | +35.0% | 1.22% | +0.5% |
| Q3 2022 | $1,979,000 | -35.7% | 41,003 | -34.5% | 1.21% | -36.0% |
| Q2 2022 | $3,079,000 | +42.0% | 62,590 | +43.0% | 1.89% | +40.4% |
| Q1 2022 | $2,168,000 | – | 43,769 | – | 1.35% | – |
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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% |