SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,011,071 | +95.8% | 21,007 | +96.1% | 0.68% | +92.3% |
| Q1 2024 | $516,464 | +0.0% | 10,713 | +0.5% | 0.35% | -8.1% |
| Q4 2023 | $516,331 | +2.1% | 10,657 | +0.9% | 0.38% | -0.5% |
| Q3 2023 | $505,603 | +0.4% | 10,558 | +0.8% | 0.38% | +4.6% |
| Q2 2023 | $503,618 | +17.4% | 10,479 | +19.2% | 0.37% | +13.2% |
| Q1 2023 | $429,060 | -33.4% | 8,794 | -34.1% | 0.32% | -36.0% |
| Q4 2022 | $643,897 | -41.3% | 13,348 | -41.2% | 0.51% | -44.1% |
| Q3 2022 | $1,096,000 | -18.5% | 22,705 | -16.9% | 0.91% | -14.5% |
| Q2 2022 | $1,344,000 | -15.6% | 27,329 | -15.0% | 1.06% | +1.9% |
| Q1 2022 | $1,592,000 | -4.2% | 32,140 | -1.6% | 1.04% | +2.3% |
| Q4 2021 | $1,661,000 | +1.2% | 32,657 | +1.9% | 1.02% | -6.4% |
| Q3 2021 | $1,641,000 | -0.1% | 32,050 | -0.1% | 1.09% | +1.2% |
| Q2 2021 | $1,643,000 | +41.2% | 32,082 | +41.4% | 1.08% | +26.7% |
| Q1 2021 | $1,164,000 | +23.8% | 22,686 | +24.1% | 0.85% | +10.2% |
| Q4 2020 | $940,000 | +3.2% | 18,285 | +3.4% | 0.77% | -8.1% |
| Q3 2020 | $911,000 | -20.7% | 17,683 | -20.5% | 0.84% | -19.9% |
| Q2 2020 | $1,149,000 | -1.0% | 22,249 | -0.9% | 1.05% | -14.4% |
| Q1 2020 | $1,161,000 | +287.0% | 22,440 | +277.6% | 1.22% | +351.7% |
| Q4 2019 | $300,000 | +12.8% | 5,943 | +12.9% | 0.27% | +3.0% |
| Q3 2019 | $266,000 | +18.8% | 5,263 | +18.9% | 0.26% | +17.9% |
| Q2 2019 | $224,000 | +4.7% | 4,426 | +3.8% | 0.22% | +4.7% |
| Q1 2019 | $214,000 | -18.6% | 4,263 | -19.0% | 0.21% | -25.3% |
| Q4 2018 | $263,000 | -46.4% | 5,261 | -46.9% | 0.28% | -38.7% |
| Q3 2018 | $491,000 | -34.1% | 9,906 | -33.8% | 0.46% | -32.7% |
| Q2 2018 | $745,000 | -22.6% | 14,974 | -22.5% | 0.69% | -21.6% |
| Q1 2018 | $963,000 | -57.0% | 19,330 | -56.8% | 0.88% | -54.4% |
| Q4 2017 | $2,238,000 | – | 44,731 | – | 1.93% | – |
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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% |