SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $555,000 | +26.7% | 11,159 | +27.1% | 0.08% | +24.6% |
Q1 2018 | $438,000 | -18.9% | 8,779 | -18.7% | 0.06% | -16.7% |
Q4 2017 | $540,000 | -8.3% | 10,792 | -7.7% | 0.08% | -10.3% |
Q3 2017 | $589,000 | +1.7% | 11,686 | +1.8% | 0.09% | -1.1% |
Q2 2017 | $579,000 | -36.0% | 11,479 | -36.0% | 0.09% | -38.5% |
Q1 2017 | $904,000 | +9.6% | 17,925 | +9.6% | 0.14% | +2.9% |
Q4 2016 | $825,000 | +8.0% | 16,355 | +8.8% | 0.14% | +8.6% |
Q3 2016 | $764,000 | -0.7% | 15,035 | -0.4% | 0.13% | -4.5% |
Q2 2016 | $769,000 | +29.7% | 15,094 | +29.3% | 0.13% | +20.7% |
Q1 2016 | $593,000 | +6.1% | 11,676 | +5.4% | 0.11% | +1.8% |
Q4 2015 | $559,000 | +0.4% | 11,081 | +1.1% | 0.11% | -0.9% |
Q3 2015 | $557,000 | +8.2% | 10,956 | +8.0% | 0.11% | +12.2% |
Q2 2015 | $515,000 | -2.8% | 10,143 | -2.8% | 0.10% | -7.5% |
Q1 2015 | $530,000 | +28.6% | 10,433 | +28.0% | 0.11% | +19.1% |
Q4 2014 | $412,000 | +5.9% | 8,149 | +5.8% | 0.09% | 0.0% |
Q3 2014 | $389,000 | -1.0% | 7,704 | -0.9% | 0.09% | -2.2% |
Q2 2014 | $393,000 | – | 7,771 | – | 0.09% | – |
Download |
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% |