SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,107,000 | -0.3% | 62,040 | +0.3% | 3.90% | -4.9% |
| Q3 2017 | $3,117,000 | +6.9% | 61,849 | +6.9% | 4.11% | +1.4% |
| Q2 2017 | $2,917,000 | +25.5% | 57,858 | +25.6% | 4.05% | +42.1% |
| Q1 2017 | $2,325,000 | +27.5% | 46,076 | +27.4% | 2.85% | +45.8% |
| Q4 2016 | $1,824,000 | +6.0% | 36,168 | +6.7% | 1.96% | +6.9% |
| Q3 2016 | $1,721,000 | +79.8% | 33,894 | +80.5% | 1.83% | +86.3% |
| Q2 2016 | $957,000 | +8.4% | 18,779 | +7.3% | 0.98% | +18.9% |
| Q2 2013 | $883,000 | – | 17,500 | – | 0.82% | – |
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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% |