SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $528,660 | -1.5% | 11,000 | 0.0% | 0.13% | -8.4% |
| Q1 2023 | $536,690 | +1.1% | 11,000 | 0.0% | 0.14% | -8.9% |
| Q4 2022 | $530,640 | -0.1% | 11,000 | 0.0% | 0.16% | -5.4% |
| Q3 2022 | $531,000 | -1.8% | 11,000 | 0.0% | 0.17% | +7.8% |
| Q2 2022 | $541,000 | -67.1% | 11,000 | -66.9% | 0.15% | -59.7% |
| Q1 2022 | $1,645,000 | -2.6% | 33,209 | 0.0% | 0.38% | +7.9% |
| Q4 2021 | $1,689,000 | -3.5% | 33,209 | -2.9% | 0.35% | -10.2% |
| Q3 2021 | $1,751,000 | -4.3% | 34,209 | -4.2% | 0.39% | -2.2% |
| Q2 2021 | $1,829,000 | +160.2% | 35,705 | +160.5% | 0.40% | +137.1% |
| Q1 2021 | $703,000 | -0.3% | 13,705 | -0.2% | 0.17% | +4.9% |
| Q4 2020 | $705,000 | +232.5% | 13,726 | +233.4% | 0.16% | +174.6% |
| Q3 2020 | $212,000 | -12.8% | 4,117 | -12.5% | 0.06% | -25.3% |
| Q2 2020 | $243,000 | -26.8% | 4,707 | -26.6% | 0.08% | -42.3% |
| Q1 2020 | $332,000 | +12.9% | 6,412 | +10.1% | 0.14% | +42.7% |
| Q4 2019 | $294,000 | -0.3% | 5,822 | 0.0% | 0.10% | -3.0% |
| Q3 2019 | $295,000 | 0.0% | 5,822 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $295,000 | +1.0% | 5,822 | 0.0% | 0.10% | +2.0% |
| Q1 2019 | $292,000 | +0.3% | 5,822 | 0.0% | 0.10% | -12.5% |
| Q4 2018 | $291,000 | +16.4% | 5,822 | +17.3% | 0.11% | +9.8% |
| Q4 2015 | $250,000 | +7.3% | 4,964 | +8.3% | 0.10% | -1.9% |
| Q3 2015 | $233,000 | -0.4% | 4,583 | -0.9% | 0.10% | +9.5% |
| Q2 2015 | $234,000 | -1.7% | 4,623 | -1.3% | 0.10% | 0.0% |
| Q1 2015 | $238,000 | +15.0% | 4,683 | +14.7% | 0.10% | +13.1% |
| Q4 2014 | $207,000 | -30.8% | 4,083 | -30.8% | 0.08% | -30.6% |
| Q2 2014 | $299,000 | -24.5% | 5,902 | -24.7% | 0.12% | -27.1% |
| Q1 2014 | $396,000 | – | 7,839 | – | 0.17% | – |
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% |