SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $948,688 | -1.4% | 19,666 | -1.4% | 0.31% | -6.0% |
| Q3 2022 | $962,000 | -1.1% | 19,937 | +0.7% | 0.33% | +4.7% |
| Q2 2022 | $973,000 | +3.0% | 19,789 | +3.8% | 0.32% | +18.8% |
| Q1 2022 | $945,000 | -52.7% | 19,067 | -51.3% | 0.27% | -4.0% |
| Q4 2021 | $1,997,000 | +101.1% | 39,145 | +101.8% | 0.28% | -2.8% |
| Q3 2021 | $993,000 | +3.9% | 19,394 | +3.9% | 0.28% | +4.0% |
| Q2 2021 | $956,000 | +9.5% | 18,663 | +9.7% | 0.27% | +4.2% |
| Q1 2021 | $873,000 | -0.9% | 17,016 | -0.7% | 0.26% | -7.4% |
| Q4 2020 | $881,000 | -1.2% | 17,143 | -1.0% | 0.28% | -11.2% |
| Q3 2020 | $892,000 | -6.9% | 17,319 | -6.7% | 0.32% | -8.3% |
| Q2 2020 | $958,000 | +5.7% | 18,554 | +6.0% | 0.35% | -8.2% |
| Q1 2020 | $906,000 | -0.3% | 17,507 | -2.8% | 0.38% | +18.8% |
| Q4 2019 | $909,000 | +1.7% | 18,005 | +1.9% | 0.32% | -2.4% |
| Q3 2019 | $894,000 | +8.2% | 17,677 | +8.3% | 0.33% | +7.2% |
| Q2 2019 | $826,000 | +2.4% | 16,323 | +1.6% | 0.31% | -0.3% |
| Q1 2019 | $807,000 | +5.6% | 16,069 | +5.0% | 0.31% | -4.7% |
| Q4 2018 | $764,000 | +1.6% | 15,301 | +0.8% | 0.32% | +21.1% |
| Q3 2018 | $752,000 | +7.7% | 15,177 | +8.2% | 0.27% | +5.1% |
| Q2 2018 | $698,000 | -2.5% | 14,029 | -2.4% | 0.25% | -3.1% |
| Q1 2018 | $716,000 | -4.4% | 14,367 | -4.1% | 0.26% | -3.7% |
| Q4 2017 | $749,000 | +3.2% | 14,979 | +4.0% | 0.27% | -1.5% |
| Q3 2017 | $726,000 | +2.7% | 14,405 | +2.7% | 0.28% | -1.4% |
| Q2 2017 | $707,000 | +2.8% | 14,030 | +2.9% | 0.28% | +1.1% |
| Q1 2017 | $688,000 | -4.0% | 13,630 | -4.1% | 0.28% | -5.5% |
| Q4 2016 | $717,000 | +6.4% | 14,216 | +7.1% | 0.29% | +9.0% |
| Q3 2016 | $674,000 | +6.6% | 13,269 | +7.0% | 0.27% | +6.3% |
| Q2 2016 | $632,000 | -0.6% | 12,397 | -1.0% | 0.25% | -0.8% |
| Q1 2016 | $636,000 | +0.8% | 12,528 | +0.2% | 0.25% | +1.6% |
| Q4 2015 | $631,000 | -1.7% | 12,502 | -1.0% | 0.25% | -3.5% |
| Q3 2015 | $642,000 | -0.8% | 12,630 | -1.1% | 0.26% | +7.5% |
| Q2 2015 | $647,000 | -6.2% | 12,767 | -6.1% | 0.24% | -6.9% |
| Q1 2015 | $690,000 | +1.8% | 13,593 | +1.4% | 0.26% | -2.3% |
| Q4 2014 | $678,000 | -4.9% | 13,409 | -4.9% | 0.26% | -3.6% |
| Q3 2014 | $713,000 | +1.9% | 14,101 | +1.9% | 0.28% | +3.8% |
| Q2 2014 | $700,000 | -15.3% | 13,832 | -15.4% | 0.26% | -18.2% |
| Q1 2014 | $826,000 | +6.3% | 16,347 | +6.4% | 0.32% | +4.2% |
| Q4 2013 | $777,000 | +0.8% | 15,364 | +0.7% | 0.31% | -16.6% |
| Q3 2013 | $771,000 | -5.0% | 15,263 | -5.2% | 0.37% | -8.8% |
| Q2 2013 | $812,000 | – | 16,094 | – | 0.41% | – |
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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% |