SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $322,444 | -13.0% | 6,733 | -12.7% | 0.02% | -10.0% |
Q2 2023 | $370,687 | +26.2% | 7,713 | +28.1% | 0.02% | +17.6% |
Q1 2023 | $293,814 | -7.3% | 6,022 | -8.4% | 0.02% | -15.0% |
Q4 2022 | $317,033 | -9.9% | 6,572 | -9.9% | 0.02% | -13.0% |
Q3 2022 | $352,000 | -12.9% | 7,296 | -11.1% | 0.02% | -8.0% |
Q2 2022 | $404,000 | -15.8% | 8,205 | -15.4% | 0.02% | 0.0% |
Q1 2022 | $480,000 | -3.6% | 9,694 | -1.0% | 0.02% | 0.0% |
Q4 2021 | $498,000 | +5.3% | 9,794 | +6.1% | 0.02% | -7.4% |
Q3 2021 | $473,000 | -1.5% | 9,234 | -1.5% | 0.03% | -3.6% |
Q2 2021 | $480,000 | +19.1% | 9,378 | +19.3% | 0.03% | +3.7% |
Q1 2021 | $403,000 | +7.5% | 7,863 | +7.7% | 0.03% | 0.0% |
Q4 2020 | $375,000 | -2.8% | 7,298 | -2.7% | 0.03% | -10.0% |
Q3 2020 | $386,000 | -0.5% | 7,503 | -0.2% | 0.03% | -9.1% |
Q2 2020 | $388,000 | -16.2% | 7,521 | -15.9% | 0.03% | -28.3% |
Q1 2020 | $463,000 | -42.8% | 8,946 | -44.2% | 0.05% | -28.1% |
Q4 2019 | $810,000 | – | 16,046 | – | 0.06% | – |
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% |