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 2023 | $817,961 | -0.9% | 17,080 | -0.6% | 0.22% | +4.3% |
| Q2 2023 | $825,671 | -1.5% | 17,180 | 0.0% | 0.21% | -1.9% |
| Q1 2023 | $838,212 | -1.7% | 17,180 | -2.8% | 0.22% | -6.1% |
| Q4 2022 | $852,883 | -0.0% | 17,680 | 0.0% | 0.23% | -6.1% |
| Q3 2022 | $853,000 | -2.0% | 17,680 | 0.0% | 0.24% | +2.5% |
| Q2 2022 | $870,000 | -0.7% | 17,680 | -0.0% | 0.24% | +13.9% |
| Q1 2022 | $876,000 | -2.6% | 17,688 | 0.0% | 0.21% | +3.0% |
| Q4 2021 | $899,000 | +0.8% | 17,688 | +1.6% | 0.20% | -6.5% |
| Q3 2021 | $892,000 | 0.0% | 17,418 | 0.0% | 0.22% | +0.5% |
| Q2 2021 | $892,000 | -0.2% | 17,418 | 0.0% | 0.22% | -5.3% |
| Q1 2021 | $894,000 | +1.0% | 17,418 | +1.2% | 0.23% | -4.2% |
| Q4 2020 | $885,000 | +3.1% | 17,218 | +3.4% | 0.24% | -5.9% |
| Q3 2020 | $858,000 | -44.9% | 16,656 | -44.8% | 0.25% | -48.2% |
| Q2 2020 | $1,557,000 | +1.1% | 30,162 | +1.3% | 0.49% | -13.0% |
| Q1 2020 | $1,540,000 | +10.3% | 29,762 | +7.6% | 0.56% | +31.7% |
| Q4 2019 | $1,396,000 | +19.7% | 27,657 | +20.0% | 0.43% | +10.6% |
| Q3 2019 | $1,166,000 | +48.7% | 23,051 | +48.7% | 0.38% | +48.6% |
| Q2 2019 | $784,000 | +0.8% | 15,497 | 0.0% | 0.26% | -2.3% |
| Q1 2019 | $778,000 | +1.4% | 15,497 | +0.9% | 0.26% | -7.0% |
| Q4 2018 | $767,000 | +0.8% | 15,361 | 0.0% | 0.28% | +10.9% |
| Q3 2018 | $761,000 | +1.1% | 15,361 | +1.5% | 0.26% | -3.4% |
| Q2 2018 | $753,000 | -0.3% | 15,141 | 0.0% | 0.27% | -1.8% |
| Q1 2018 | $755,000 | -0.7% | 15,141 | -0.3% | 0.27% | -1.1% |
| Q4 2017 | $760,000 | -0.1% | 15,192 | +0.6% | 0.27% | -6.5% |
| Q3 2017 | $761,000 | -0.1% | 15,108 | +0.0% | 0.29% | -4.9% |
| Q2 2017 | $762,000 | +0.1% | 15,106 | +0.1% | 0.31% | -1.9% |
| Q1 2017 | $761,000 | +22.7% | 15,090 | +22.8% | 0.31% | +14.6% |
| Q4 2016 | $620,000 | -0.6% | 12,288 | +0.0% | 0.27% | -0.7% |
| Q3 2016 | $624,000 | -0.3% | 12,287 | +0.0% | 0.28% | -3.5% |
| Q2 2016 | $626,000 | +9.2% | 12,286 | +8.9% | 0.29% | +7.5% |
| Q1 2016 | $573,000 | +0.7% | 11,280 | 0.0% | 0.27% | -17.6% |
| Q4 2015 | $569,000 | – | 11,280 | – | 0.32% | – |
Download | ||||||
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% |