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 | $214,000 | -10.1% | 4,167 | -10.0% | 0.17% | -19.6% |
Q3 2020 | $238,000 | +3.5% | 4,630 | +0.8% | 0.21% | +0.5% |
Q1 2019 | $230,000 | -17.3% | 4,594 | -17.5% | 0.21% | -27.0% |
Q4 2018 | $278,000 | +11.2% | 5,570 | +10.4% | 0.28% | +15.4% |
Q3 2018 | $250,000 | -28.0% | 5,046 | -27.8% | 0.25% | -16.3% |
Q2 2018 | $347,000 | +0.3% | 6,985 | +0.2% | 0.30% | -1.3% |
Q1 2018 | $346,000 | -6.7% | 6,972 | -6.2% | 0.30% | -11.8% |
Q4 2017 | $371,000 | – | 7,429 | – | 0.34% | – |
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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% |