SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $848,000 | +30.7% | 16,684 | +31.9% | 0.00% | – |
Q1 2021 | $649,000 | -64.3% | 12,651 | -64.2% | 0.00% | – |
Q4 2020 | $1,816,000 | -17.9% | 35,324 | -17.8% | 0.00% | – |
Q3 2020 | $2,213,000 | +69.7% | 42,979 | +66.3% | 0.00% | – |
Q4 2019 | $1,304,000 | +237.8% | 25,837 | +236.3% | 0.00% | – |
Q1 2019 | $386,000 | -72.1% | 7,682 | -72.5% | 0.00% | – |
Q3 2018 | $1,385,000 | -32.9% | 27,939 | -32.6% | 0.00% | -100.0% |
Q1 2018 | $2,065,000 | +7.8% | 41,439 | +8.2% | 0.00% | 0.0% |
Q4 2017 | $1,915,000 | +78.1% | 38,292 | +79.6% | 0.00% | – |
Q2 2017 | $1,075,000 | -20.2% | 21,319 | -20.1% | 0.00% | -100.0% |
Q1 2017 | $1,347,000 | -13.0% | 26,686 | -12.5% | 0.00% | 0.0% |
Q3 2016 | $1,549,000 | +337.6% | 30,500 | +339.1% | 0.00% | – |
Q2 2016 | $354,000 | -83.3% | 6,946 | -83.3% | 0.00% | -100.0% |
Q1 2016 | $2,114,000 | +19.1% | 41,602 | +18.2% | 0.00% | 0.0% |
Q4 2015 | $1,775,000 | -38.4% | 35,182 | -38.0% | 0.00% | 0.0% |
Q3 2015 | $2,881,000 | +433.5% | 56,708 | +432.9% | 0.00% | – |
Q2 2015 | $540,000 | -60.6% | 10,642 | -60.6% | 0.00% | -100.0% |
Q1 2015 | $1,370,000 | +63.3% | 26,991 | +62.7% | 0.00% | – |
Q3 2014 | $839,000 | +96.0% | 16,593 | +95.9% | 0.00% | – |
Q1 2014 | $428,000 | -89.5% | 8,469 | -89.5% | 0.00% | -100.0% |
Q4 2013 | $4,065,000 | +224.4% | 80,406 | +223.8% | 0.00% | +100.0% |
Q2 2013 | $1,253,000 | – | 24,830 | – | 0.00% | – |
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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% |