SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $245,000 | -70.2% | 4,774 | -69.9% | 0.01% | -84.6% |
| Q1 2020 | $821,000 | -35.4% | 15,872 | -37.0% | 0.05% | -30.7% |
| Q4 2019 | $1,271,000 | +0.9% | 25,185 | +1.1% | 0.08% | -6.2% |
| Q3 2019 | $1,260,000 | +223.1% | 24,911 | +223.5% | 0.08% | +185.7% |
| Q2 2019 | $390,000 | +55.4% | 7,701 | +54.0% | 0.03% | -83.0% |
| Q1 2019 | $251,000 | +0.4% | 5,000 | 0.0% | 0.16% | -0.6% |
| Q4 2018 | $250,000 | – | 5,000 | – | 0.17% | – |
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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% |