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 | $761,728 | +34.9% | 15,905 | +35.4% | 0.08% | +39.3% |
| Q2 2023 | $564,695 | +17.1% | 11,750 | +18.9% | 0.06% | +10.9% |
| Q1 2023 | $482,035 | -14.8% | 9,880 | -15.7% | 0.06% | -25.7% |
| Q4 2022 | $565,604 | -54.4% | 11,724 | -54.4% | 0.07% | -58.7% |
| Q3 2022 | $1,240,000 | -7.9% | 25,704 | -6.2% | 0.18% | -3.2% |
| Q2 2022 | $1,347,000 | -43.1% | 27,389 | -41.2% | 0.18% | -28.0% |
| Q4 2021 | $2,367,000 | -7.9% | 46,547 | -7.3% | 0.26% | -27.0% |
| Q3 2021 | $2,569,000 | +779.8% | 50,194 | +772.2% | 0.35% | +87.2% |
| Q3 2016 | $292,000 | – | 5,755 | – | 0.19% | – |
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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% |