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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,795 | -8.8% | 37,314 | -8.5% | 0.02% | -9.1% |
Q1 2024 | $1,969 | -53.3% | 40,800 | -53.1% | 0.02% | -8.3% |
Q4 2023 | $4,215 | +90.0% | 87,024 | +87.8% | 0.02% | -14.3% |
Q3 2023 | $2,219 | -1.0% | 46,337 | -0.6% | 0.03% | -3.4% |
Q2 2023 | $2,241 | +0.4% | 46,600 | +1.7% | 0.03% | -3.3% |
Q1 2023 | $2,233 | -1.3% | 45,839 | -2.1% | 0.03% | -3.2% |
Q4 2022 | $2,263 | -99.9% | 46,826 | +0.1% | 0.03% | -3.1% |
Q3 2022 | $2,256,000 | -3.9% | 46,762 | -2.2% | 0.03% | +3.2% |
Q2 2022 | $2,347,000 | -9.1% | 47,808 | -8.3% | 0.03% | +6.9% |
Q1 2022 | $2,583,000 | -1.1% | 52,155 | +1.5% | 0.03% | 0.0% |
Q4 2021 | $2,613,000 | -26.4% | 51,382 | -25.9% | 0.03% | -31.0% |
Q3 2021 | $3,551,000 | +18.0% | 69,377 | +18.1% | 0.04% | +16.7% |
Q2 2021 | $3,009,000 | +17.8% | 58,748 | +18.1% | 0.04% | +9.1% |
Q1 2021 | $2,554,000 | +20.3% | 49,761 | +20.4% | 0.03% | +10.0% |
Q4 2020 | $2,123,000 | +21.4% | 41,320 | +21.7% | 0.03% | +11.1% |
Q3 2020 | $1,749,000 | +19.1% | 33,943 | +19.3% | 0.03% | +12.5% |
Q2 2020 | $1,469,000 | +23.7% | 28,462 | +23.9% | 0.02% | +9.1% |
Q1 2020 | $1,188,000 | +29.0% | 22,972 | +25.9% | 0.02% | +57.1% |
Q4 2019 | $921,000 | +48.1% | 18,244 | +48.4% | 0.01% | +27.3% |
Q3 2019 | $622,000 | +170.4% | 12,290 | +170.1% | 0.01% | +175.0% |
Q2 2019 | $230,000 | – | 4,551 | – | 0.00% | – |
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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% |