SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,499 | +98989.1% | 1,138 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $55 | -1.8% | 1,138 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $56 | +1.8% | 1,138 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $55 | -99.9% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $55,000 | -1.8% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $56,000 | 0.0% | 1,138 | 0.0% | 0.03% | +21.7% |
| Q1 2022 | $56,000 | -3.4% | 1,138 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $58,000 | -1.7% | 1,138 | 0.0% | 0.03% | -3.2% |
| Q3 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.03% | -16.2% |
| Q2 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.04% | -7.5% |
| Q1 2020 | $59,000 | +3.5% | 1,138 | 0.0% | 0.04% | +8.1% |
| Q4 2019 | $57,000 | -1.7% | 1,138 | 0.0% | 0.04% | -9.8% |
| Q3 2019 | $58,000 | 0.0% | 1,138 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $58,000 | +1.8% | 1,138 | 0.0% | 0.04% | -4.5% |
| Q1 2019 | $57,000 | 0.0% | 1,138 | 0.0% | 0.04% | -12.0% |
| Q4 2018 | $57,000 | +78.1% | 1,138 | +78.4% | 0.05% | +127.3% |
| Q3 2018 | $32,000 | 0.0% | 638 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $32,000 | 0.0% | 638 | -0.6% | 0.02% | -9.1% |
| Q1 2018 | $32,000 | 0.0% | 642 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $32,000 | – | 642 | – | 0.02% | – |
Download | ||||||
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% |