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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,190 | +1.2% | 458 | 0.0% | 0.00% | – |
| 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 | 1,340,809 | $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% |