SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,627,131 | +4.4% | 33,807 | +4.6% | 0.44% | +1.6% |
Q1 2024 | $1,558,822 | -8.8% | 32,334 | -8.4% | 0.43% | -15.1% |
Q4 2023 | $1,709,000 | -17.0% | 35,281 | -18.0% | 0.50% | -23.3% |
Q3 2023 | $2,059,797 | -8.7% | 43,011 | -8.4% | 0.66% | -4.9% |
Q2 2023 | $2,255,792 | -2.4% | 46,937 | -1.0% | 0.69% | -5.6% |
Q1 2023 | $2,312,000 | +0.5% | 47,390 | -0.6% | 0.73% | -8.8% |
Q4 2022 | $2,300,000 | -27.8% | 47,675 | -27.8% | 0.80% | -34.0% |
Q3 2022 | $3,187,000 | -6.8% | 66,057 | -5.0% | 1.22% | -2.9% |
Q2 2022 | $3,421,000 | -2.9% | 69,562 | -2.2% | 1.25% | +12.1% |
Q1 2022 | $3,523,000 | -6.3% | 71,106 | -3.8% | 1.12% | -2.6% |
Q4 2021 | $3,759,000 | -12.7% | 73,939 | -12.1% | 1.15% | -16.6% |
Q3 2021 | $4,305,000 | -2.0% | 84,091 | -2.0% | 1.38% | -3.9% |
Q2 2021 | $4,395,000 | +3.0% | 85,802 | +3.2% | 1.43% | -5.0% |
Q1 2021 | $4,266,000 | -15.0% | 83,148 | -14.8% | 1.51% | -20.5% |
Q4 2020 | $5,017,000 | +4.0% | 97,625 | +4.2% | 1.90% | -5.7% |
Q3 2020 | $4,826,000 | -6.6% | 93,710 | -6.3% | 2.01% | -13.4% |
Q2 2020 | $5,165,000 | -6.9% | 100,040 | -6.7% | 2.32% | -20.3% |
Q1 2020 | $5,546,000 | +27.6% | 107,215 | +24.5% | 2.91% | +59.5% |
Q4 2019 | $4,346,000 | +7.6% | 86,099 | +7.8% | 1.83% | +1.8% |
Q3 2019 | $4,040,000 | -8.4% | 79,861 | -8.4% | 1.80% | -14.6% |
Q2 2019 | $4,409,000 | +6.7% | 87,139 | +5.8% | 2.10% | +16.3% |
Q1 2019 | $4,133,000 | -2.7% | 82,357 | -3.2% | 1.81% | -11.9% |
Q4 2018 | $4,248,000 | -10.9% | 85,115 | -11.5% | 2.05% | -3.7% |
Q3 2018 | $4,769,000 | -2.7% | 96,208 | -2.4% | 2.13% | -8.7% |
Q2 2018 | $4,902,000 | +17.4% | 98,561 | +17.7% | 2.34% | +16.5% |
Q1 2018 | $4,174,000 | -46.6% | 83,741 | -46.4% | 2.00% | -5.8% |
Q4 2017 | $7,814,000 | +103.0% | 156,184 | +104.5% | 2.13% | +9.3% |
Q3 2017 | $3,849,000 | +4.3% | 76,388 | +4.3% | 1.95% | +92.2% |
Q2 2017 | $3,692,000 | +7.3% | 73,222 | +7.4% | 1.01% | +5.7% |
Q1 2017 | $3,441,000 | +176.8% | 68,194 | +176.6% | 0.96% | +199.4% |
Q4 2016 | $1,243,000 | – | 24,655 | – | 0.32% | – |
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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% |