SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,934 | -0.3% | 458 | 0.0% | 0.00% | – |
| Q2 2023 | $22,011 | -96.6% | 458 | -96.4% | 0.00% | – |
| Q2 2021 | $643,000 | -77.1% | 12,552 | -77.1% | 0.00% | -100.0% |
| Q1 2021 | $2,814,000 | +6.8% | 54,838 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $2,636,000 | -57.6% | 51,290 | -57.5% | 0.00% | -50.0% |
| Q3 2020 | $6,210,000 | +205.3% | 120,584 | +206.1% | 0.00% | +100.0% |
| Q2 2020 | $2,034,000 | +153.6% | 39,389 | +154.1% | 0.00% | +100.0% |
| Q1 2020 | $802,000 | +762.4% | 15,500 | +732.9% | 0.00% | – |
| Q4 2019 | $93,000 | +78.8% | 1,861 | +78.8% | 0.00% | – |
| Q3 2019 | $52,000 | -54.8% | 1,041 | -54.7% | 0.00% | – |
| Q1 2019 | $115,000 | +1337.5% | 2,300 | +1311.0% | 0.00% | – |
| Q4 2018 | $8,000 | -99.3% | 163 | -99.3% | 0.00% | – |
| Q3 2018 | $1,181,000 | +18.6% | 23,820 | +18.9% | 0.00% | – |
| Q2 2018 | $996,000 | +2.3% | 20,034 | +2.5% | 0.00% | – |
| Q1 2018 | $974,000 | – | 19,549 | – | 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% |