SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 165 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $284,386 | +3.5% | 5,909 | +3.6% | 0.05% | +2.2% |
Q1 2024 | $274,845 | -0.5% | 5,701 | 0.0% | 0.04% | -10.0% |
Q4 2023 | $276,213 | +1.2% | 5,701 | +0.0% | 0.05% | -3.8% |
Q3 2023 | $272,973 | -0.4% | 5,700 | 0.0% | 0.05% | +2.0% |
Q2 2023 | $273,942 | -1.5% | 5,700 | +0.0% | 0.05% | -8.9% |
Q1 2023 | $278,005 | +1.2% | 5,698 | +0.0% | 0.06% | -6.7% |
Q4 2022 | $274,823 | -0.1% | 5,697 | 0.0% | 0.06% | -6.2% |
Q3 2022 | $275,000 | -6.8% | 5,697 | -5.1% | 0.06% | 0.0% |
Q2 2022 | $295,000 | -6.1% | 6,001 | -5.2% | 0.06% | +8.5% |
Q1 2022 | $314,000 | -2.8% | 6,331 | -0.4% | 0.06% | 0.0% |
Q4 2021 | $323,000 | -0.9% | 6,358 | -0.1% | 0.06% | -6.3% |
Q3 2021 | $326,000 | -1.2% | 6,367 | -1.1% | 0.06% | 0.0% |
Q2 2021 | $330,000 | -0.3% | 6,437 | -0.2% | 0.06% | -8.7% |
Q1 2021 | $331,000 | -0.3% | 6,448 | -0.1% | 0.07% | -6.8% |
Q4 2020 | $332,000 | -1.5% | 6,452 | -1.4% | 0.07% | -12.9% |
Q3 2020 | $337,000 | -3.2% | 6,541 | -2.9% | 0.08% | -11.5% |
Q2 2020 | $348,000 | -1.4% | 6,734 | -1.2% | 0.10% | -16.5% |
Q1 2020 | $353,000 | -6.1% | 6,816 | -8.5% | 0.12% | +18.6% |
Q4 2019 | $376,000 | -16.6% | 7,447 | -16.4% | 0.10% | -18.5% |
Q3 2019 | $451,000 | -1.1% | 8,905 | -1.2% | 0.12% | -3.3% |
Q2 2019 | $456,000 | -1.1% | 9,016 | -1.8% | 0.12% | -4.7% |
Q1 2019 | $461,000 | +1.1% | 9,184 | +0.5% | 0.13% | -12.8% |
Q4 2018 | $456,000 | +5.1% | 9,137 | +4.4% | 0.15% | +17.5% |
Q3 2018 | $434,000 | +199.3% | 8,756 | +201.0% | 0.13% | +193.0% |
Q2 2018 | $145,000 | +9.0% | 2,909 | +8.9% | 0.04% | +2.4% |
Q1 2018 | $133,000 | +64.2% | 2,672 | +66.0% | 0.04% | +68.0% |
Q4 2017 | $81,000 | -13.8% | 1,610 | -13.3% | 0.02% | -19.4% |
Q3 2017 | $94,000 | +77.4% | 1,857 | +77.0% | 0.03% | +72.2% |
Q2 2017 | $53,000 | – | 1,049 | – | 0.02% | – |
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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% |