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 | $394,409 | -32.0% | 8,236 | -31.8% | 0.00% | +100.0% |
| Q2 2023 | $580,081 | +110.9% | 12,070 | +126.8% | 0.00% | -87.5% |
| Q1 2020 | $275,000 | -95.5% | 5,322 | -95.6% | 0.01% | -95.2% |
| Q4 2019 | $6,121,000 | -23.0% | 121,256 | -22.8% | 0.17% | -31.7% |
| Q3 2019 | $7,946,000 | -35.7% | 157,057 | -35.7% | 0.24% | -36.9% |
| Q2 2019 | $12,366,000 | +123560.0% | 244,435 | +28.7% | 0.38% | – |
| Q1 2019 | $10,000 | – | 189,884 | – | 0.00% | – |
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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% |