SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,748,000 | -43.8% | 34,375 | -43.4% | 0.12% | -48.6% |
| Q3 2021 | $3,110,000 | +5.7% | 60,750 | +5.8% | 0.24% | +8.0% |
| Q2 2021 | $2,941,000 | -1.0% | 57,425 | -0.9% | 0.22% | -7.4% |
| Q1 2021 | $2,972,000 | +9.3% | 57,925 | +9.4% | 0.24% | +3.8% |
| Q4 2020 | $2,720,000 | +83.9% | 52,925 | +84.2% | 0.23% | +62.5% |
| Q3 2020 | $1,479,000 | +618.0% | 28,725 | +600.1% | 0.14% | +526.1% |
| Q1 2019 | $206,000 | -19.2% | 4,103 | -19.6% | 0.02% | -25.8% |
| Q4 2018 | $255,000 | -11.8% | 5,103 | -12.5% | 0.03% | +3.3% |
| Q3 2018 | $289,000 | -25.9% | 5,833 | -25.5% | 0.03% | -31.8% |
| Q2 2018 | $390,000 | -31.0% | 7,833 | -30.9% | 0.04% | -33.3% |
| Q1 2018 | $565,000 | -54.0% | 11,333 | -53.8% | 0.07% | -51.8% |
| Q4 2017 | $1,227,000 | -4.7% | 24,528 | -3.9% | 0.14% | -9.9% |
| Q3 2017 | $1,287,000 | +63.3% | 25,535 | +63.3% | 0.15% | +58.3% |
| Q2 2017 | $788,000 | +99.5% | 15,635 | +99.6% | 0.10% | +92.0% |
| Q1 2017 | $395,000 | – | 7,835 | – | 0.05% | – |
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% |