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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,127,000 | +7.1% | 63,074 | +7.4% | 0.20% | +1.5% |
| Q2 2018 | $2,920,000 | +2.1% | 58,709 | +2.3% | 0.20% | -6.9% |
| Q1 2018 | $2,861,000 | +13.3% | 57,400 | +13.7% | 0.22% | +8.0% |
| Q4 2017 | $2,525,000 | +12.2% | 50,467 | +13.0% | 0.20% | +9.9% |
| Q3 2017 | $2,250,000 | +3.9% | 44,648 | +3.9% | 0.18% | +2.8% |
| Q2 2017 | $2,166,000 | +10.5% | 42,967 | +10.6% | 0.18% | +4.7% |
| Q1 2017 | $1,960,000 | +5.3% | 38,850 | +5.2% | 0.17% | -5.1% |
| Q4 2016 | $1,862,000 | +19.2% | 36,925 | +20.1% | 0.18% | +16.3% |
| Q3 2016 | $1,562,000 | +8.5% | 30,755 | +8.9% | 0.15% | +3.4% |
| Q2 2016 | $1,440,000 | +8.3% | 28,253 | +7.9% | 0.15% | +9.6% |
| Q1 2016 | $1,330,000 | – | 26,191 | – | 0.14% | – |
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% |