SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 63 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $556,000 | -10.0% | 10,939 | -9.7% | 0.25% | -19.9% |
| Q2 2016 | $618,000 | +0.3% | 12,119 | 0.0% | 0.32% | -16.2% |
| Q1 2016 | $616,000 | +0.8% | 12,119 | 0.0% | 0.38% | -7.8% |
| Q4 2015 | $611,000 | -7.7% | 12,119 | -7.0% | 0.41% | -13.2% |
| Q3 2015 | $662,000 | -22.4% | 13,034 | -22.7% | 0.47% | -14.8% |
| Q4 2014 | $853,000 | – | 16,864 | – | 0.55% | – |
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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% |