SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 421 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $360,000 | -20.0% | 7,451 | -18.6% | 0.10% | -16.9% |
| Q2 2022 | $450,000 | -6.1% | 9,156 | -5.2% | 0.12% | +1.7% |
| Q1 2022 | $479,000 | -81.8% | 9,660 | -81.3% | 0.12% | -81.4% |
| Q4 2021 | $2,630,000 | -3.1% | 51,728 | -2.5% | 0.62% | -9.2% |
| Q3 2021 | $2,715,000 | +3.3% | 53,035 | +3.3% | 0.69% | +0.1% |
| Q2 2021 | $2,629,000 | +2.3% | 51,327 | +2.5% | 0.68% | -11.8% |
| Q1 2021 | $2,570,000 | -2.7% | 50,082 | -2.6% | 0.78% | -11.8% |
| Q4 2020 | $2,642,000 | +4.4% | 51,407 | +4.7% | 0.88% | -11.5% |
| Q3 2020 | $2,530,000 | +9.4% | 49,122 | +9.7% | 1.00% | -2.7% |
| Q2 2020 | $2,312,000 | +7.3% | 44,789 | +7.5% | 1.02% | -12.7% |
| Q1 2020 | $2,154,000 | +722.1% | 41,645 | +702.9% | 1.17% | +946.4% |
| Q4 2019 | $262,000 | – | 5,187 | – | 0.11% | – |
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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% |