SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,274,000 | -45.1% | 160,670 | -45.0% | 0.28% | -50.1% |
| Q2 2020 | $15,069,000 | +1.0% | 291,865 | +1.2% | 0.56% | -13.2% |
| Q1 2020 | $14,923,000 | -9.3% | 288,487 | -11.4% | 0.64% | +15.5% |
| Q4 2019 | $16,455,000 | -13.4% | 325,515 | -13.3% | 0.56% | -17.8% |
| Q3 2019 | $19,006,000 | -23.5% | 375,396 | -23.6% | 0.68% | -21.2% |
| Q2 2019 | $24,846,000 | -35.2% | 491,322 | -35.7% | 0.86% | -34.7% |
| Q1 2019 | $38,341,000 | -2.4% | 764,370 | -2.9% | 1.31% | -15.3% |
| Q4 2018 | $39,278,000 | +93.5% | 787,310 | +92.3% | 1.55% | +123.0% |
| Q3 2018 | $20,298,000 | +43.4% | 409,501 | +43.7% | 0.70% | +30.3% |
| Q2 2018 | $14,159,000 | -0.1% | 284,960 | +0.0% | 0.53% | -2.4% |
| Q1 2018 | $14,176,000 | +118033.3% | 284,915 | +116191.8% | 0.55% | – |
| Q4 2017 | $12,000 | -98.1% | 245 | -98.1% | 0.00% | -100.0% |
| Q3 2015 | $645,000 | – | 12,646 | – | 0.04% | – |
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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% |