SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 453 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $888,463 | +1177.9% | 18,429 | +1193.3% | 0.04% | +1000.0% |
Q1 2023 | $69,526 | +1.1% | 1,425 | 0.0% | 0.00% | -20.0% |
Q4 2022 | $68,742 | -0.4% | 1,425 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $69,000 | -13.8% | 1,425 | -12.0% | 0.01% | -16.7% |
Q2 2022 | $80,000 | +12.7% | 1,619 | +13.6% | 0.01% | +20.0% |
Q1 2022 | $71,000 | -79.3% | 1,425 | -78.7% | 0.01% | -83.3% |
Q1 2021 | $343,000 | -0.3% | 6,690 | 0.0% | 0.03% | -9.1% |
Q4 2020 | $344,000 | -17.9% | 6,690 | -17.8% | 0.03% | -29.8% |
Q3 2020 | $419,000 | -29.1% | 8,135 | -28.9% | 0.05% | -35.6% |
Q2 2020 | $591,000 | -1.3% | 11,445 | -3.5% | 0.07% | +14.1% |
Q4 2019 | $599,000 | -5.1% | 11,865 | -4.8% | 0.06% | -17.9% |
Q3 2019 | $631,000 | -3.1% | 12,468 | -3.1% | 0.08% | -1.3% |
Q2 2019 | $651,000 | +1.2% | 12,870 | +0.4% | 0.08% | -4.8% |
Q1 2019 | $643,000 | -12.6% | 12,814 | -13.1% | 0.08% | -25.2% |
Q4 2018 | $736,000 | -39.1% | 14,749 | -39.5% | 0.11% | -31.1% |
Q3 2018 | $1,208,000 | -52.7% | 24,374 | -52.5% | 0.16% | -55.2% |
Q2 2018 | $2,554,000 | -11.3% | 51,341 | -11.1% | 0.36% | -12.0% |
Q1 2018 | $2,879,000 | -1.1% | 57,755 | -0.7% | 0.41% | -1.2% |
Q4 2017 | $2,910,000 | -19.5% | 58,159 | -18.9% | 0.41% | -24.6% |
Q3 2017 | $3,616,000 | -12.2% | 71,751 | -12.1% | 0.55% | -16.1% |
Q2 2017 | $4,118,000 | +19.9% | 81,665 | +20.0% | 0.65% | +10.9% |
Q1 2017 | $3,435,000 | +197.9% | 68,079 | +197.7% | 0.59% | +174.0% |
Q4 2016 | $1,153,000 | – | 22,868 | – | 0.22% | – |
Download |
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% |