SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $647,712 | +6377.1% | 13,458 | +6801.5% | 0.01% | +1000.0% |
Q1 2022 | $10,000 | +11.1% | 195 | +12.1% | 0.00% | 0.0% |
Q4 2021 | $9,000 | -95.9% | 174 | -95.9% | 0.00% | -94.4% |
Q1 2021 | $220,000 | -67.9% | 4,282 | -67.9% | 0.02% | -71.0% |
Q4 2020 | $685,000 | -35.9% | 13,339 | -35.7% | 0.06% | -45.6% |
Q3 2020 | $1,068,000 | -19.6% | 20,739 | -19.4% | 0.11% | -26.0% |
Q2 2020 | $1,329,000 | – | 25,739 | – | 0.15% | – |
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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% |