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 | $42,491 | -45.6% | 887 | -45.4% | 0.00% | – |
| Q2 2023 | $78,158 | +412.5% | 1,626 | +421.2% | 0.00% | – |
| Q1 2023 | $15,250 | -52.5% | 312 | -53.2% | 0.00% | – |
| Q4 2022 | $32,128 | -15.5% | 666 | -15.5% | 0.00% | – |
| Q3 2022 | $38,000 | +1166.7% | 788 | +1332.7% | 0.00% | – |
| Q2 2022 | $3,000 | -50.0% | 55 | -56.3% | 0.00% | – |
| Q1 2022 | $6,000 | -89.8% | 126 | -89.1% | 0.00% | – |
| Q4 2021 | $59,000 | +145.8% | 1,153 | +144.8% | 0.00% | – |
| Q3 2021 | $24,000 | -63.1% | 471 | -62.9% | 0.00% | – |
| Q2 2021 | $65,000 | +116.7% | 1,268 | +119.4% | 0.00% | – |
| Q1 2021 | $30,000 | +200.0% | 578 | +207.4% | 0.00% | – |
| Q4 2020 | $10,000 | -92.1% | 188 | -92.3% | 0.00% | – |
| Q3 2020 | $126,000 | -5.3% | 2,444 | -5.2% | 0.00% | – |
| Q2 2020 | $133,000 | +638.9% | 2,579 | +618.4% | 0.00% | – |
| Q1 2020 | $18,000 | -5.3% | 359 | -2.4% | 0.00% | – |
| Q4 2019 | $19,000 | -34.5% | 368 | -36.7% | 0.00% | – |
| Q3 2019 | $29,000 | – | 581 | +11520.0% | 0.00% | – |
| Q1 2019 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | – | 0.00% | – |
Download | ||||||
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% |