SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,000 | +54.9% | 6,216 | +56.3% | 0.02% | +20.0% |
| Q4 2020 | $204,000 | -10.5% | 3,977 | -10.1% | 0.02% | -20.0% |
| Q3 2020 | $228,000 | -31.9% | 4,426 | -31.8% | 0.02% | -37.5% |
| Q2 2020 | $335,000 | -52.1% | 6,488 | -52.0% | 0.04% | -59.2% |
| Q1 2020 | $700,000 | -79.3% | 13,523 | -79.8% | 0.10% | -45.3% |
| Q4 2019 | $3,384,000 | -31.1% | 67,037 | -31.0% | 0.18% | -73.3% |
| Q3 2019 | $4,913,000 | – | 97,116 | – | 0.67% | – |
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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% |