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 | $9,674 | +549.3% | 202 | +551.6% | 0.00% | – |
Q2 2023 | $1,490 | -87.4% | 31 | -87.2% | 0.00% | – |
Q1 2023 | $11,856 | -89.0% | 243 | -89.2% | 0.00% | -100.0% |
Q4 2022 | $108,106 | +535.9% | 2,241 | +555.3% | 0.00% | – |
Q3 2022 | $17,000 | -76.7% | 342 | -76.3% | 0.00% | – |
Q4 2021 | $73,000 | -63.1% | 1,442 | -62.8% | 0.00% | -100.0% |
Q2 2021 | $198,000 | +260.0% | 3,872 | +258.2% | 0.00% | – |
Q1 2021 | $55,000 | +71.9% | 1,081 | +75.5% | 0.00% | – |
Q2 2020 | $32,000 | – | 616 | – | 0.00% | – |
Download |
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% |