Pacific Sage Partners, LLC - SCHWAB STRATEGIC TR ownership

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
Pacific Sage Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$64,880,8581,344,96021.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 405,662$20,453,00017.75%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 733,572$36,987,00013.52%
Corrigan Financial, Inc. 232,881$11,741,86210.89%
Smart Portfolios, LLC 199,229$10,045,00010.81%
Quantum Capital Management, LLC / NJ 377,789$19,048,0005.81%
SFMG, LLC 543,822$27,419,0005.69%
Carlton Hofferkamp & Jenks Wealth Management, LLC 160,464$8,090,0005.49%
JUNCTURE WEALTH STRATEGIES, LLC 178,394$8,995,0005.16%
PRING TURNER CAPITAL GROUP INC 94,510$4,765,0004.83%
Eagle Capital Management, LLC 152,153$7,672,0004.57%
View complete list of SCHWAB STRATEGIC TR shareholders