SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,039 | -5.1% | 10,514 | -4.9% | 0.07% | -12.9% |
| Q1 2024 | $533,058 | -0.5% | 11,057 | -0.0% | 0.08% | -15.8% |
| Q4 2023 | $535,905 | +23.3% | 11,061 | +21.9% | 0.10% | +12.2% |
| Q3 2023 | $434,650 | +0.6% | 9,076 | +1.0% | 0.09% | +11.1% |
| Q2 2023 | $432,011 | -3.9% | 8,989 | -2.5% | 0.08% | -11.0% |
| Q1 2023 | $449,600 | +60.8% | 9,215 | +59.0% | 0.09% | +139.5% |
| Q4 2022 | $279,647 | -13.4% | 5,797 | -13.5% | 0.04% | -51.9% |
| Q3 2022 | $323,000 | -76.9% | 6,698 | -76.4% | 0.08% | -72.2% |
| Q2 2022 | $1,398,000 | +27.7% | 28,418 | +28.6% | 0.28% | +45.6% |
| Q1 2022 | $1,095,000 | -0.3% | 22,106 | +2.4% | 0.20% | +7.1% |
| Q4 2021 | $1,098,000 | +18.6% | 21,596 | +19.4% | 0.18% | +11.0% |
| Q3 2021 | $926,000 | +29.5% | 18,086 | +29.5% | 0.16% | +25.2% |
| Q2 2021 | $715,000 | +15.1% | 13,961 | +15.3% | 0.13% | -7.7% |
| Q1 2021 | $621,000 | +20.3% | 12,104 | +20.7% | 0.14% | +10.1% |
| Q4 2020 | $516,000 | +56.8% | 10,032 | +57.1% | 0.13% | +20.6% |
| Q3 2020 | $329,000 | +6.5% | 6,384 | +6.8% | 0.11% | -9.3% |
| Q2 2020 | $309,000 | +2.0% | 5,977 | +2.1% | 0.12% | -14.5% |
| Q1 2020 | $303,000 | +494.1% | 5,853 | +480.7% | 0.14% | +626.3% |
| Q4 2019 | $51,000 | +2.0% | 1,008 | +1.9% | 0.02% | -13.6% |
| Q3 2019 | $50,000 | 0.0% | 989 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $50,000 | +2.0% | 981 | +1.0% | 0.02% | -12.0% |
| Q1 2019 | $49,000 | – | 971 | – | 0.02% | – |
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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% |