SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,343,422 | +102.3% | 27,728 | +100.0% | 0.03% | -8.6% |
Q3 2023 | $663,947 | -0.4% | 13,864 | 0.0% | 0.04% | -2.8% |
Q2 2023 | $666,304 | +95.9% | 13,864 | +98.9% | 0.04% | +80.0% |
Q1 2023 | $340,115 | -78.1% | 6,971 | -77.2% | 0.02% | -74.4% |
Q4 2021 | $1,553,000 | +11.6% | 30,544 | +12.3% | 0.08% | +5.4% |
Q3 2021 | $1,392,000 | -0.1% | 27,196 | 0.0% | 0.07% | -5.1% |
Q2 2021 | $1,393,000 | – | 27,196 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |