SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $408,142 | -42.8% | 8,480 | -42.7% | 0.10% | -45.4% |
| Q1 2024 | $713,785 | -32.7% | 14,806 | -32.3% | 0.18% | -36.2% |
| Q4 2023 | $1,060,043 | -98.4% | 21,879 | -98.4% | 0.29% | -98.5% |
| Q3 2023 | $64,597,232 | +0.2% | 1,348,867 | +0.6% | 19.43% | +1.9% |
| Q2 2023 | $64,439,279 | -2.6% | 1,340,809 | -1.1% | 19.08% | -10.3% |
| Q1 2023 | $66,143,249 | +1.9% | 1,355,672 | +0.8% | 21.28% | -1.2% |
| Q4 2022 | $64,880,858 | – | 1,344,960 | – | 21.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |