SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $218,000 | -0.5% | 4,281 | 0.0% | 0.05% | -9.8% |
Q3 2021 | $219,000 | 0.0% | 4,281 | 0.0% | 0.05% | -1.9% |
Q2 2021 | $219,000 | -0.5% | 4,281 | 0.0% | 0.05% | -1.9% |
Q1 2021 | $220,000 | -49.8% | 4,281 | -49.8% | 0.05% | -55.8% |
Q4 2020 | $438,000 | -25.0% | 8,530 | -24.8% | 0.12% | -38.1% |
Q3 2020 | $584,000 | -52.5% | 11,348 | -52.2% | 0.19% | -57.1% |
Q1 2020 | $1,229,000 | -29.7% | 23,751 | -31.4% | 0.45% | +24.5% |
Q4 2019 | $1,748,000 | -2.1% | 34,645 | -1.8% | 0.36% | -34.1% |
Q3 2019 | $1,785,000 | -12.3% | 35,281 | -12.3% | 0.55% | -1.4% |
Q2 2019 | $2,036,000 | – | 40,250 | – | 0.56% | – |
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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% |