SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. 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% | – |
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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% |