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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $312,000 | +3.7% | 6,081 | +3.7% | 0.01% | -15.4% |
| Q4 2020 | $301,000 | 0.0% | 5,865 | +0.5% | 0.01% | -13.3% |
| Q3 2020 | $301,000 | +0.7% | 5,835 | +0.7% | 0.02% | -6.2% |
| Q2 2020 | $299,000 | +0.7% | 5,796 | +1.0% | 0.02% | -27.3% |
| Q1 2020 | $297,000 | -18.9% | 5,739 | -20.7% | 0.02% | -21.4% |
| Q4 2019 | $366,000 | +4.0% | 7,241 | +4.1% | 0.03% | -3.4% |
| Q3 2019 | $352,000 | -73.8% | 6,957 | -74.0% | 0.03% | -80.7% |
| Q1 2019 | $1,343,000 | -8.3% | 26,760 | -8.8% | 0.15% | -27.5% |
| Q4 2018 | $1,464,000 | – | 29,333 | – | 0.21% | – |
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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% |