SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,000 | 0.0% | 273 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $14,000 | -99.4% | 273 | -99.4% | 0.01% | -99.3% |
| Q2 2020 | $2,182,000 | -67.3% | 42,264 | -67.2% | 1.82% | -73.7% |
| Q1 2020 | $6,663,000 | +8.5% | 128,805 | +5.9% | 6.92% | -44.8% |
| Q4 2019 | $6,139,000 | +17.0% | 121,603 | +17.3% | 12.52% | +10.2% |
| Q3 2019 | $5,246,000 | +2.1% | 103,690 | +2.1% | 11.36% | -8.6% |
| Q2 2019 | $5,137,000 | +4612.8% | 101,543 | +4568.6% | 12.43% | +2285.8% |
| Q1 2019 | $109,000 | – | 2,175 | – | 0.52% | – |
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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% |