SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $104,375 | -0.5% | 2,165 | 0.0% | 0.01% | -8.3% |
Q4 2023 | $104,894 | +1.2% | 2,165 | 0.0% | 0.01% | -14.3% |
Q3 2023 | $103,682 | -0.4% | 2,165 | 0.0% | 0.01% | +7.7% |
Q2 2023 | $104,050 | -1.5% | 2,165 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $105,630 | +1.1% | 2,165 | 0.0% | 0.01% | -6.7% |
Q4 2022 | $104,440 | -0.0% | 2,165 | 0.0% | 0.02% | -6.2% |
Q3 2022 | $104,483 | -1.9% | 2,165 | 0.0% | 0.02% | +6.7% |
Q2 2022 | $106,496 | -0.7% | 2,165 | 0.0% | 0.02% | +7.1% |
Q1 2022 | $107,254 | -2.6% | 2,165 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $110,090 | -32.0% | 2,165 | -31.6% | 0.01% | -39.1% |
Q3 2021 | $162,016 | -3.9% | 3,165 | -3.8% | 0.02% | 0.0% |
Q2 2021 | $168,514 | -0.2% | 3,290 | 0.0% | 0.02% | -11.5% |
Q1 2021 | $168,810 | -0.2% | 3,290 | 0.0% | 0.03% | -13.3% |
Q4 2020 | $169,073 | -0.2% | 3,290 | 0.0% | 0.03% | -11.8% |
Q3 2020 | $169,435 | +6.2% | 3,290 | +6.5% | 0.03% | -5.6% |
Q2 2020 | $159,537 | -0.2% | 3,090 | 0.0% | 0.04% | -12.2% |
Q1 2020 | $159,846 | +2.5% | 3,090 | 0.0% | 0.04% | +24.2% |
Q4 2019 | $155,983 | -3.0% | 3,090 | -2.8% | 0.03% | -10.8% |
Q3 2019 | $160,876 | 0.0% | 3,180 | 0.0% | 0.04% | -2.6% |
Q2 2019 | $160,876 | +0.8% | 3,180 | 0.0% | 0.04% | -5.0% |
Q1 2019 | $159,604 | -5.2% | 3,180 | -5.8% | 0.04% | -16.7% |
Q4 2018 | $168,446 | +0.7% | 3,375 | 0.0% | 0.05% | +26.3% |
Q3 2018 | $167,299 | -0.3% | 3,375 | 0.0% | 0.04% | -7.3% |
Q2 2018 | $167,873 | -0.2% | 3,375 | 0.0% | 0.04% | -6.8% |
Q1 2018 | $168,210 | -0.4% | 3,375 | 0.0% | 0.04% | -2.2% |
Q4 2017 | $168,851 | +41.1% | 3,375 | +42.1% | 0.04% | +28.6% |
Q3 2017 | $119,700 | -0.0% | 2,375 | 0.0% | 0.04% | -12.5% |
Q2 2017 | $119,748 | – | 2,375 | – | 0.04% | – |
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% |