SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 101 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $36,000 | 0.0% | 708 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $36,000 | +500.0% | 708 | +526.5% | 0.01% | +450.0% |
Q1 2021 | $6,000 | -91.0% | 113 | -91.4% | 0.00% | -92.0% |
Q4 2020 | $67,000 | -34.3% | 1,310 | -34.0% | 0.02% | -51.0% |
Q3 2020 | $102,000 | -83.8% | 1,985 | -83.7% | 0.05% | -85.0% |
Q2 2020 | $629,000 | -33.0% | 12,191 | -32.8% | 0.34% | -47.1% |
Q1 2020 | $939,000 | +2.2% | 18,150 | -0.3% | 0.64% | +52.7% |
Q4 2019 | $919,000 | -43.7% | 18,206 | -43.6% | 0.42% | -46.3% |
Q3 2019 | $1,633,000 | +12.7% | 32,284 | +12.7% | 0.78% | +10.3% |
Q2 2019 | $1,449,000 | +124.0% | 28,636 | +122.0% | 0.71% | +112.9% |
Q1 2019 | $647,000 | -9.6% | 12,898 | -10.1% | 0.33% | -16.9% |
Q4 2018 | $716,000 | -31.7% | 14,348 | -32.2% | 0.40% | -27.8% |
Q3 2018 | $1,049,000 | +44.3% | 21,163 | +44.7% | 0.56% | +32.3% |
Q2 2018 | $727,000 | -46.8% | 14,625 | -46.6% | 0.42% | -71.6% |
Q1 2018 | $1,366,000 | -21.7% | 27,407 | -21.4% | 1.48% | +41.0% |
Q4 2017 | $1,745,000 | -9.1% | 34,885 | -8.4% | 1.05% | -11.3% |
Q3 2017 | $1,920,000 | +28.1% | 38,087 | +28.1% | 1.18% | +22.9% |
Q2 2017 | $1,499,000 | -18.8% | 29,728 | -18.8% | 0.96% | -21.2% |
Q1 2017 | $1,847,000 | +2.8% | 36,602 | +2.7% | 1.22% | -2.9% |
Q4 2016 | $1,796,000 | -14.6% | 35,624 | -14.0% | 1.26% | -16.4% |
Q3 2016 | $2,103,000 | +6.3% | 41,411 | +6.6% | 1.51% | +2.0% |
Q2 2016 | $1,979,000 | +6.2% | 38,833 | +5.9% | 1.48% | +2.5% |
Q1 2016 | $1,863,000 | -34.5% | 36,680 | -34.5% | 1.44% | +3.1% |
Q3 2015 | $2,843,000 | -9.1% | 55,961 | -9.3% | 1.40% | -5.7% |
Q2 2015 | $3,129,000 | -13.3% | 61,697 | -13.3% | 1.48% | -14.6% |
Q1 2015 | $3,609,000 | -45.2% | 71,123 | -45.3% | 1.74% | -52.1% |
Q4 2014 | $6,580,000 | – | 130,097 | – | 3.62% | – |
Download |
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% |