SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,238 | -99.9% | 25,672 | +0.2% | 0.12% | -7.6% |
Q3 2022 | $1,236,000 | -2.4% | 25,615 | -0.5% | 0.13% | +2.3% |
Q2 2022 | $1,266,000 | -6.2% | 25,734 | -5.5% | 0.13% | +15.2% |
Q1 2022 | $1,349,000 | -1.3% | 27,237 | +1.3% | 0.11% | +5.7% |
Q4 2021 | $1,367,000 | +1.4% | 26,879 | +2.1% | 0.11% | -57.3% |
Q3 2021 | $1,348,000 | +1.7% | 26,328 | +1.7% | 0.25% | +44.2% |
Q2 2021 | $1,326,000 | 0.0% | 25,880 | +0.1% | 0.17% | -14.4% |
Q1 2021 | $1,326,000 | -0.2% | 25,849 | -0.1% | 0.20% | +3.1% |
Q4 2020 | $1,329,000 | +11.1% | 25,864 | +11.4% | 0.20% | -1.5% |
Q3 2020 | $1,196,000 | -3.6% | 23,218 | -3.4% | 0.20% | -12.8% |
Q2 2020 | $1,241,000 | +1.9% | 24,032 | +2.0% | 0.23% | -18.9% |
Q1 2020 | $1,218,000 | -8.5% | 23,551 | -10.7% | 0.28% | +25.6% |
Q4 2019 | $1,331,000 | -87.2% | 26,368 | -87.2% | 0.22% | -87.5% |
Q3 2019 | $10,417,000 | -1.1% | 205,916 | -1.1% | 1.78% | -22.8% |
Q2 2019 | $10,530,000 | +465.2% | 208,141 | +460.8% | 2.31% | +403.1% |
Q1 2019 | $1,863,000 | +27.2% | 37,117 | +26.4% | 0.46% | +6.5% |
Q4 2018 | $1,465,000 | +0.1% | 29,355 | -0.6% | 0.43% | +20.1% |
Q3 2018 | $1,463,000 | +3.9% | 29,529 | +4.3% | 0.36% | -4.3% |
Q2 2018 | $1,408,000 | -1.7% | 28,322 | -1.5% | 0.38% | -15.5% |
Q1 2018 | $1,432,000 | +3.9% | 28,741 | +5.1% | 0.44% | -3.9% |
Q3 2017 | $1,378,000 | -10.5% | 27,353 | -10.4% | 0.46% | -22.2% |
Q1 2017 | $1,540,000 | -3.1% | 30,522 | -3.3% | 0.59% | -15.6% |
Q4 2016 | $1,590,000 | -4.6% | 31,551 | -3.8% | 0.70% | -10.7% |
Q3 2016 | $1,666,000 | +3.3% | 32,800 | +3.7% | 0.79% | +1.8% |
Q2 2016 | $1,612,000 | -3.5% | 31,638 | -3.8% | 0.77% | -7.6% |
Q1 2016 | $1,670,000 | -5.5% | 32,874 | -6.2% | 0.84% | -8.3% |
Q4 2015 | $1,768,000 | – | 35,056 | – | 0.91% | – |
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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% |