SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $148,000 | -93.7% | 2,952 | -93.8% | 0.00% | -95.2% |
| Q4 2018 | $2,366,000 | -6.1% | 47,399 | -5.2% | 0.02% | -4.5% |
| Q3 2017 | $2,520,000 | -0.0% | 50,000 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $2,521,000 | -0.1% | 50,000 | 0.0% | 0.02% | +4.5% |
| Q1 2017 | $2,523,000 | +0.1% | 50,000 | 0.0% | 0.02% | +4.8% |
| Q4 2016 | $2,521,000 | -0.7% | 50,000 | 0.0% | 0.02% | -22.2% |
| Q3 2016 | $2,540,000 | -0.3% | 50,000 | 0.0% | 0.03% | +50.0% |
| Q2 2016 | $2,548,000 | +0.3% | 50,000 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $2,540,000 | +0.7% | 50,000 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $2,522,000 | – | 50,000 | – | 0.02% | – |
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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% |