SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,070,000 | +2.4% | 81,653 | +2.8% | 2.78% | +7.7% |
| Q4 2017 | $3,973,000 | -31.2% | 79,411 | -30.7% | 2.58% | -35.0% |
| Q3 2017 | $5,777,000 | +22.3% | 114,622 | +22.4% | 3.98% | +14.0% |
| Q2 2017 | $4,722,000 | -8.0% | 93,663 | -7.9% | 3.49% | -8.3% |
| Q1 2017 | $5,131,000 | +5.6% | 101,678 | +5.5% | 3.81% | -1.1% |
| Q4 2016 | $4,858,000 | -10.2% | 96,344 | -9.5% | 3.85% | -11.9% |
| Q3 2016 | $5,408,000 | +89.4% | 106,487 | +90.1% | 4.37% | +89.4% |
| Q2 2016 | $2,855,000 | +24.8% | 56,024 | +24.4% | 2.31% | +22.7% |
| Q1 2016 | $2,288,000 | +29.5% | 45,044 | +28.6% | 1.88% | +23.3% |
| Q4 2015 | $1,767,000 | -33.8% | 35,029 | -33.4% | 1.52% | -37.8% |
| Q3 2015 | $2,670,000 | -8.8% | 52,560 | -9.0% | 2.45% | -4.0% |
| Q2 2015 | $2,929,000 | -37.9% | 57,766 | -37.9% | 2.55% | -36.8% |
| Q1 2015 | $4,719,000 | -57.4% | 92,993 | -57.5% | 4.04% | -13.3% |
| Q4 2014 | $11,068,000 | +62.1% | 218,808 | +62.1% | 4.66% | -20.0% |
| Q3 2014 | $6,827,000 | -7.1% | 134,991 | -7.0% | 5.83% | -9.1% |
| Q2 2014 | $7,350,000 | +13.3% | 145,197 | +13.2% | 6.41% | +4.4% |
| Q1 2014 | $6,486,000 | – | 128,303 | – | 6.14% | – |
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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% |