SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,414 | -36.0% | 9,614 | -35.5% | 0.01% | -77.3% |
| Q4 2022 | $719,451 | -39.3% | 14,914 | -39.3% | 0.02% | -38.9% |
| Q3 2022 | $1,186,000 | +5.6% | 24,570 | +7.6% | 0.04% | -10.0% |
| Q2 2022 | $1,123,000 | +261.1% | 22,835 | +273.4% | 0.04% | +185.7% |
| Q4 2021 | $311,000 | -78.2% | 6,115 | -78.1% | 0.01% | -66.7% |
| Q3 2021 | $1,427,000 | -36.9% | 27,875 | -36.9% | 0.04% | -38.2% |
| Q2 2021 | $2,261,000 | +137.7% | 44,151 | +138.2% | 0.07% | +28.3% |
| Q1 2021 | $951,000 | -37.2% | 18,533 | -37.1% | 0.05% | +47.2% |
| Q4 2020 | $1,514,000 | +216.7% | 29,465 | +217.5% | 0.04% | +260.0% |
| Q3 2020 | $478,000 | -12.3% | 9,279 | -12.1% | 0.01% | -16.7% |
| Q2 2020 | $545,000 | -64.0% | 10,559 | -63.9% | 0.01% | -64.7% |
| Q1 2020 | $1,514,000 | +155.7% | 29,264 | +150.1% | 0.03% | +466.7% |
| Q2 2019 | $592,000 | -11.5% | 11,701 | -12.3% | 0.01% | 0.0% |
| Q1 2019 | $669,000 | +181.1% | 13,337 | +180.0% | 0.01% | +100.0% |
| Q4 2018 | $238,000 | -72.5% | 4,764 | -72.2% | 0.00% | -98.2% |
| Q2 2017 | $864,000 | +267.7% | 17,131 | +268.2% | 0.16% | +256.5% |
| Q1 2017 | $235,000 | -33.2% | 4,653 | -32.8% | 0.05% | -61.7% |
| Q3 2016 | $352,000 | – | 6,926 | – | 0.12% | – |
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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% |