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 2021 | $561,000 | +11.1% | 10,956 | +11.2% | 0.04% | +11.8% |
| Q2 2021 | $505,000 | -42.0% | 9,855 | -42.0% | 0.03% | -46.9% |
| Q1 2021 | $871,000 | -10.1% | 16,980 | -9.9% | 0.06% | -13.5% |
| Q4 2020 | $969,000 | -17.3% | 18,850 | -17.3% | 0.07% | -27.5% |
| Q3 2020 | $1,172,000 | -30.9% | 22,800 | -30.6% | 0.10% | -37.4% |
| Q2 2020 | $1,695,000 | -46.3% | 32,833 | -46.2% | 0.16% | -55.1% |
| Q1 2020 | $3,158,000 | +32.1% | 61,047 | +28.9% | 0.36% | +62.1% |
| Q4 2019 | $2,391,000 | +110.3% | 47,369 | +110.7% | 0.22% | +85.1% |
| Q3 2019 | $1,137,000 | -31.6% | 22,479 | -31.6% | 0.12% | -30.1% |
| Q2 2019 | $1,662,000 | +24.4% | 32,861 | +23.4% | 0.17% | +18.5% |
| Q1 2019 | $1,336,000 | -40.3% | 26,623 | -40.7% | 0.15% | -47.5% |
| Q4 2018 | $2,239,000 | – | 44,864 | – | 0.28% | – |
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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% |