SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,258,000 | -66.9% | 24,850 | -66.3% | 0.95% | -52.5% |
| Q2 2020 | $3,805,000 | +202.5% | 73,698 | +196.6% | 1.99% | +110.3% |
| Q1 2020 | $1,258,000 | +374.7% | 24,850 | +374.0% | 0.95% | +348.8% |
| Q4 2019 | $265,000 | -78.9% | 5,243 | -78.9% | 0.21% | -77.7% |
| Q3 2019 | $1,258,000 | -55.0% | 24,850 | -55.0% | 0.95% | -61.1% |
| Q2 2019 | $2,793,000 | -13.8% | 55,213 | -14.5% | 2.44% | -18.8% |
| Q1 2019 | $3,240,000 | -3.2% | 64,546 | -3.7% | 3.00% | +1.8% |
| Q4 2018 | $3,346,000 | – | 67,047 | – | 2.94% | – |
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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% |