SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | -15.8% | 320 | -10.9% | 0.01% | -25.0% |
| Q2 2020 | $19,000 | -9.5% | 359 | -12.2% | 0.01% | -11.1% |
| Q1 2020 | $21,000 | -4.5% | 409 | -4.0% | 0.01% | 0.0% |
| Q4 2019 | $22,000 | -4.3% | 426 | -6.4% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | -4.2% | 455 | -3.2% | 0.01% | -18.2% |
| Q2 2019 | $24,000 | +4.3% | 470 | +0.4% | 0.01% | +10.0% |
| Q1 2019 | $23,000 | -75.5% | 468 | -75.3% | 0.01% | -77.3% |
| Q4 2018 | $94,000 | -5.1% | 1,893 | -5.1% | 0.04% | -2.2% |
| Q3 2018 | $99,000 | -3.9% | 1,995 | -3.8% | 0.04% | -8.2% |
| Q2 2018 | $103,000 | +19.8% | 2,073 | +19.6% | 0.05% | +11.4% |
| Q1 2018 | $86,000 | -62.4% | 1,733 | -62.1% | 0.04% | -69.0% |
| Q4 2017 | $229,000 | -17.0% | 4,574 | -16.3% | 0.14% | -21.5% |
| Q3 2017 | $276,000 | +790.3% | 5,467 | +771.9% | 0.18% | +761.9% |
| Q2 2017 | $31,000 | +19.2% | 627 | +22.7% | 0.02% | +10.5% |
| Q1 2017 | $26,000 | -93.9% | 511 | -93.9% | 0.02% | -95.0% |
| Q4 2016 | $424,000 | +2550.0% | 8,409 | +2455.9% | 0.38% | +2129.4% |
| Q3 2016 | $16,000 | +6.7% | 329 | +8.9% | 0.02% | 0.0% |
| Q2 2016 | $15,000 | -11.8% | 302 | -10.4% | 0.02% | +13.3% |
| Q1 2016 | $17,000 | +325.0% | 337 | +332.1% | 0.02% | +400.0% |
| Q4 2015 | $4,000 | – | 78 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IFS Advisors, LLC | 372,342 | $17,961,794 | 31.05% |
| Pacific Sage Partners, LLC | 1,344,960 | $64,880,858 | 21.54% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 701,340 | $33,832,642 | 16.59% |
| Edgehill Endowment Partners, LLC | 1,334,197 | $64,361,666 | 14.01% |
| Mount Lucas Management LP | 744,029 | $35,891,959 | 11.76% |
| Altiora Financial Group, LLC | 435,348 | $21,001,179 | 10.48% |
| Northeast Financial Group, Inc. | 273,143 | $13,176,396 | 10.44% |
| FLC Capital Advisors | 683,931 | $32,992,831 | 10.26% |
| United Capital Management of KS, Inc. | 480,057 | $23,157,943 | 9.56% |
| Passive Capital Management, LLC. | 428,577 | $20,674,561 | 9.41% |