SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207 | -10.4% | 4,286 | -7.9% | 0.02% | 0.0% |
| Q1 2022 | $231 | -30.0% | 4,653 | -28.4% | 0.02% | -38.5% |
| Q4 2021 | $330 | -99.9% | 6,495 | +5.9% | 0.03% | -67.9% |
| Q2 2020 | $317,000 | -86.4% | 6,136 | -86.4% | 0.08% | -86.5% |
| Q1 2020 | $2,326,000 | -42.9% | 44,962 | -44.3% | 0.60% | -39.9% |
| Q4 2019 | $4,077,000 | -27.1% | 80,760 | -26.9% | 1.00% | -29.7% |
| Q3 2019 | $5,590,000 | -14.2% | 110,488 | -14.2% | 1.42% | -28.3% |
| Q2 2019 | $6,513,000 | -10.1% | 128,731 | -10.8% | 1.98% | -25.4% |
| Q1 2019 | $7,247,000 | – | 144,383 | – | 2.66% | – |
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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% |