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 | $1,378,211 | +8.3% | 28,779 | +8.7% | 0.01% | 0.0% |
| Q2 2023 | $1,272,306 | +17.5% | 26,473 | +19.3% | 0.01% | +25.0% |
| Q1 2023 | $1,082,615 | +99.5% | 22,189 | +97.3% | 0.00% | +100.0% |
| Q4 2022 | $542,536 | +23.9% | 11,247 | +23.9% | 0.00% | 0.0% |
| Q3 2022 | $438,000 | +45.5% | 9,074 | +48.1% | 0.00% | +100.0% |
| Q2 2022 | $301,000 | +2.4% | 6,126 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $294,000 | -1.0% | 5,936 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $297,000 | +421.1% | 5,835 | +423.3% | 0.00% | – |
| Q1 2021 | $57,000 | 0.0% | 1,115 | 0.0% | 0.00% | – |
| Q4 2020 | $57,000 | +850.0% | 1,115 | +861.2% | 0.00% | – |
| Q3 2020 | $6,000 | -97.2% | 116 | -97.2% | 0.00% | -100.0% |
| Q2 2020 | $216,000 | +440.0% | 4,179 | +441.3% | 0.00% | – |
| Q1 2020 | $40,000 | +566.7% | 772 | +565.5% | 0.00% | – |
| Q4 2019 | $6,000 | – | 116 | – | 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% |