SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 344 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $268,528 | -26.0% | 5,579 | -25.8% | 0.03% | -23.3% |
| Q1 2024 | $362,684 | +0.4% | 7,523 | +0.9% | 0.04% | -4.4% |
| Q4 2023 | $361,244 | +1.2% | 7,456 | 0.0% | 0.04% | -6.2% |
| Q3 2023 | $357,068 | -6.0% | 7,456 | -5.7% | 0.05% | -2.0% |
| Q2 2023 | $379,963 | -1.5% | 7,906 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $385,734 | +1.1% | 7,906 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $381,385 | -0.2% | 7,906 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $382,000 | -21.6% | 7,906 | -20.2% | 0.06% | -18.3% |
| Q2 2022 | $487,000 | -0.8% | 9,906 | 0.0% | 0.07% | +16.4% |
| Q1 2022 | $491,000 | +1.7% | 9,906 | +4.2% | 0.06% | +10.9% |
| Q4 2021 | $483,000 | -4.7% | 9,506 | -4.0% | 0.06% | -14.1% |
| Q3 2021 | $507,000 | 0.0% | 9,906 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $507,000 | -0.2% | 9,906 | 0.0% | 0.06% | -12.3% |
| Q1 2021 | $508,000 | -14.8% | 9,906 | -14.6% | 0.07% | +5.8% |
| Q4 2020 | $596,000 | +1.0% | 11,606 | +1.2% | 0.07% | -9.2% |
| Q3 2020 | $590,000 | -0.7% | 11,464 | -0.3% | 0.08% | -9.5% |
| Q2 2020 | $594,000 | -0.2% | 11,504 | 0.0% | 0.08% | -22.9% |
| Q1 2020 | $595,000 | +2.4% | 11,504 | -0.1% | 0.11% | +29.8% |
| Q4 2019 | $581,000 | -0.2% | 11,514 | 0.0% | 0.08% | -7.7% |
| Q3 2019 | $582,000 | 0.0% | 11,514 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $582,000 | – | 11,514 | – | 0.09% | – |
Download | ||||||
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% |