SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $260,000 | -99.9% | 5,059 | -38.1% | 0.06% | -51.3% |
Q1 2020 | $423,012,000 | +29.7% | 8,177 | +26.6% | 0.12% | +50.6% |
Q4 2019 | $326,035,000 | +4.7% | 6,459 | +5.0% | 0.08% | -14.1% |
Q3 2019 | $311,282,000 | +103315.9% | 6,153 | +3.5% | 0.09% | -8.0% |
Q2 2019 | $301,000 | -99.9% | 5,946 | +3.1% | 0.10% | -4.8% |
Q1 2019 | $289,595,000 | +16945.0% | 5,770 | -83.2% | 0.10% | -75.6% |
Q3 2018 | $1,699,000 | -5.3% | 34,278 | -5.1% | 0.43% | -4.2% |
Q2 2018 | $1,795,000 | -32.1% | 36,133 | -32.1% | 0.45% | -50.9% |
Q1 2018 | $2,643,000 | +349.5% | 53,250 | +352.2% | 0.92% | +379.6% |
Q4 2017 | $588,000 | -16.6% | 11,777 | -16.1% | 0.19% | -3.0% |
Q3 2017 | $705,000 | +3.2% | 14,031 | +3.7% | 0.20% | -0.5% |
Q2 2017 | $683,000 | +64.6% | 13,532 | +64.6% | 0.20% | +37.5% |
Q1 2017 | $415,000 | +400.0% | 8,220 | +405.2% | 0.14% | +311.4% |
Q3 2016 | $83,000 | +4050.0% | 1,627 | +5323.3% | 0.04% | +3400.0% |
Q2 2016 | $2,000 | – | 30 | – | 0.00% | – |
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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% |