SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $559,000 | -3.8% | 11,055 | -3.7% | 0.12% | -8.3% |
| Q2 2019 | $581,000 | +5.3% | 11,478 | +4.4% | 0.13% | +2.3% |
| Q1 2019 | $552,000 | +84.0% | 10,999 | +82.7% | 0.13% | +58.5% |
| Q4 2018 | $300,000 | +9.1% | 6,020 | +8.9% | 0.08% | +12.3% |
| Q2 2018 | $275,000 | +36.1% | 5,526 | +37.9% | 0.07% | +21.7% |
| Q2 2017 | $202,000 | – | 4,007 | – | 0.06% | – |
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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% |