SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -99.1% | 29 | -99.3% | 0.00% | -98.8% |
| Q4 2019 | $225,000 | +2.3% | 4,458 | +2.6% | 0.08% | -15.5% |
| Q3 2019 | $220,000 | -99.9% | 4,345 | +2.3% | 0.10% | -11.0% |
| Q2 2019 | $214,949,000 | +101291.0% | 4,249 | +0.6% | 0.11% | +23.9% |
| Q1 2019 | $212,000 | +393.0% | 4,223 | +391.6% | 0.09% | +450.0% |
| Q4 2018 | $43,000 | +138.9% | 859 | +141.3% | 0.02% | +128.6% |
| Q3 2018 | $18,000 | +20.0% | 356 | +11.6% | 0.01% | +16.7% |
| Q2 2018 | $15,000 | 0.0% | 319 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 307 | +0.3% | 0.01% | -14.3% |
| Q4 2017 | $15,000 | +15.4% | 306 | +18.6% | 0.01% | +40.0% |
| Q3 2017 | $13,000 | +30.0% | 258 | +32.3% | 0.01% | -16.7% |
| Q2 2017 | $10,000 | +25.0% | 195 | +18.9% | 0.01% | +20.0% |
| Q1 2017 | $8,000 | – | 164 | – | 0.01% | – |
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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% |