SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $318,632 | -24.7% | 6,653 | -24.4% | 0.10% | -22.4% |
Q2 2023 | $423,152 | -9.1% | 8,805 | -7.7% | 0.12% | -13.2% |
Q1 2023 | $465,610 | -9.7% | 9,543 | -10.7% | 0.14% | -14.3% |
Q4 2022 | $515,802 | -1.0% | 10,692 | -1.0% | 0.17% | -9.7% |
Q3 2022 | $521,000 | -7.3% | 10,800 | -5.4% | 0.19% | -3.1% |
Q2 2022 | $562,000 | -9.5% | 11,416 | -8.9% | 0.19% | +6.7% |
Q1 2022 | $621,000 | +6.3% | 12,530 | +9.2% | 0.18% | +10.4% |
Q4 2021 | $584,000 | +7.0% | 11,478 | +7.8% | 0.16% | -12.4% |
Q3 2021 | $546,000 | 0.0% | 10,652 | 0.0% | 0.19% | +0.5% |
Q2 2021 | $546,000 | 0.0% | 10,652 | +0.0% | 0.18% | -7.0% |
Q1 2021 | $546,000 | +7.9% | 10,650 | +8.2% | 0.20% | -2.0% |
Q4 2020 | $506,000 | +0.8% | 9,843 | +1.0% | 0.20% | -11.4% |
Q3 2020 | $502,000 | -3.6% | 9,747 | -3.5% | 0.23% | -10.2% |
Q2 2020 | $521,000 | +1.0% | 10,097 | +1.2% | 0.26% | -17.5% |
Q1 2020 | $516,000 | +2.2% | 9,974 | -0.3% | 0.31% | +35.5% |
Q4 2019 | $505,000 | -43.6% | 10,000 | -43.6% | 0.23% | -47.9% |
Q3 2019 | $896,000 | -6.4% | 17,716 | -6.4% | 0.44% | -8.0% |
Q2 2019 | $957,000 | -44.2% | 18,918 | -44.6% | 0.48% | -51.3% |
Q1 2019 | $1,715,000 | -1.3% | 34,169 | -1.9% | 0.98% | -14.3% |
Q4 2018 | $1,738,000 | -8.9% | 34,832 | -9.5% | 1.14% | +8.9% |
Q3 2018 | $1,908,000 | +7.3% | 38,490 | +7.7% | 1.05% | -3.2% |
Q2 2018 | $1,778,000 | +2.7% | 35,739 | +2.9% | 1.08% | +3.8% |
Q1 2018 | $1,731,000 | +511.7% | 34,740 | +515.1% | 1.04% | +478.9% |
Q4 2017 | $283,000 | -76.0% | 5,648 | -75.8% | 0.18% | -78.4% |
Q2 2017 | $1,177,000 | -51.3% | 23,349 | -51.3% | 0.84% | -54.9% |
Q1 2017 | $2,419,000 | +5.0% | 47,932 | +4.9% | 1.85% | +1.1% |
Q4 2016 | $2,304,000 | +7.4% | 45,702 | +8.2% | 1.83% | +5.2% |
Q3 2016 | $2,145,000 | – | 42,230 | – | 1.74% | – |
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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% |