SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. 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 | 1,348,867 | $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% |