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 2023 | $317,964 | -40.1% | 6,639 | -39.9% | 0.03% | -35.6% |
Q2 2023 | $531,232 | -7.9% | 11,054 | -6.5% | 0.04% | -11.8% |
Q1 2023 | $577,072 | -9.9% | 11,828 | -10.3% | 0.05% | -8.9% |
Q4 2022 | $640,217 | -20.2% | 13,181 | -20.8% | 0.06% | -32.5% |
Q3 2022 | $802,000 | -7.2% | 16,638 | -5.4% | 0.08% | -1.2% |
Q2 2022 | $864,000 | +10.9% | 17,581 | +11.7% | 0.08% | +23.5% |
Q1 2022 | $779,000 | -7.0% | 15,743 | -4.6% | 0.07% | -4.2% |
Q4 2021 | $838,000 | +2.8% | 16,499 | +3.5% | 0.07% | -4.1% |
Q3 2021 | $815,000 | -2.5% | 15,938 | -2.4% | 0.07% | -3.9% |
Q2 2021 | $836,000 | -2.1% | 16,329 | -1.9% | 0.08% | -9.4% |
Q1 2021 | $854,000 | +67.5% | 16,653 | +67.7% | 0.08% | +10.4% |
Q4 2020 | $510,000 | -41.4% | 9,931 | -41.3% | 0.08% | -26.0% |
Q3 2020 | $871,000 | -99.9% | 16,924 | +0.3% | 0.10% | -5.5% |
Q2 2020 | $870,794,000 | +92933.5% | 16,866 | -6.8% | 0.11% | -22.5% |
Q1 2020 | $936,000 | -1.1% | 18,095 | -3.5% | 0.14% | +16.4% |
Q4 2019 | $946,000 | -3.1% | 18,746 | -2.6% | 0.12% | -9.6% |
Q3 2019 | $976,000 | +24.5% | 19,253 | +24.2% | 0.14% | +22.7% |
Q2 2019 | $784,000 | +40.3% | 15,504 | +39.1% | 0.11% | +34.1% |
Q1 2019 | $559,000 | – | 11,146 | – | 0.08% | – |
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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% |