SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $20,674,000 | +11.2% | 410,571 | +11.4% | 0.13% | +1.6% |
Q3 2019 | $18,588,000 | +0.4% | 368,694 | +0.1% | 0.13% | -4.5% |
Q2 2019 | $18,505,000 | +4.7% | 368,347 | +4.7% | 0.13% | -0.7% |
Q1 2019 | $17,669,000 | -7.8% | 351,815 | -8.5% | 0.14% | -22.0% |
Q4 2018 | $19,167,000 | -40.2% | 384,565 | -40.6% | 0.17% | -35.4% |
Q3 2018 | $32,076,000 | +600.0% | 647,090 | +603.9% | 0.27% | +523.3% |
Q2 2018 | $4,582,000 | 0.0% | 91,934 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $4,582,000 | +36.2% | 91,934 | +36.7% | 0.04% | +34.4% |
Q4 2017 | $3,365,000 | +4.8% | 67,248 | +5.5% | 0.03% | -8.6% |
Q3 2017 | $3,211,000 | -0.9% | 63,726 | -0.8% | 0.04% | -7.9% |
Q2 2017 | $3,239,000 | +27.1% | 64,236 | +27.2% | 0.04% | +18.8% |
Q1 2017 | $2,548,000 | +2135.1% | 50,497 | +2117.7% | 0.03% | +1500.0% |
Q4 2016 | $114,000 | +103.6% | 2,277 | +103.3% | 0.00% | +100.0% |
Q3 2016 | $56,000 | +9.8% | 1,120 | +10.0% | 0.00% | 0.0% |
Q2 2016 | $51,000 | -3.8% | 1,018 | -2.2% | 0.00% | 0.0% |
Q1 2016 | $53,000 | -59.8% | 1,041 | -60.0% | 0.00% | -50.0% |
Q4 2015 | $132,000 | +10.9% | 2,604 | +11.0% | 0.00% | 0.0% |
Q3 2015 | $119,000 | -12.5% | 2,347 | -12.6% | 0.00% | -33.3% |
Q2 2015 | $136,000 | +25.9% | 2,685 | +25.9% | 0.00% | +50.0% |
Q1 2015 | $108,000 | +80.0% | 2,133 | +81.2% | 0.00% | +100.0% |
Q4 2014 | $60,000 | +100.0% | 1,177 | +97.8% | 0.00% | 0.0% |
Q3 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $30,000 | – | 595 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IFS Advisors, LLC | 372,342 | $17,961,794 | 31.05% |
Pacific Sage Partners, LLC | 1,344,960 | $64,880,858 | 21.54% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 701,340 | $33,832,642 | 16.59% |
Edgehill Endowment Partners, LLC | 1,334,197 | $64,361,666 | 14.01% |
Mount Lucas Management LP | 744,029 | $35,891,959 | 11.76% |
Altiora Financial Group, LLC | 435,348 | $21,001,179 | 10.48% |
Northeast Financial Group, Inc. | 273,143 | $13,176,396 | 10.44% |
FLC Capital Advisors | 683,931 | $32,992,831 | 10.26% |
United Capital Management of KS, Inc. | 480,057 | $23,157,943 | 9.56% |
Passive Capital Management, LLC. | 428,577 | $20,674,561 | 9.41% |