SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 87 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,063,000 | +3.7% | 83,119 | -0.5% | 1.19% | +2.4% |
| Q2 2017 | $4,883,000 | +5.5% | 83,524 | +2.9% | 1.16% | +5.6% |
| Q1 2017 | $4,630,000 | +23.6% | 81,137 | +17.3% | 1.10% | +18.4% |
| Q4 2016 | $3,747,000 | +1.9% | 69,152 | -1.6% | 0.93% | +2.0% |
| Q3 2016 | $3,677,000 | +11.2% | 70,271 | +6.9% | 0.91% | +12.0% |
| Q2 2016 | $3,308,000 | +4.9% | 65,757 | +2.8% | 0.82% | +1.0% |
| Q1 2016 | $3,152,000 | -20.2% | 63,969 | -20.6% | 0.81% | -17.8% |
| Q4 2015 | $3,952,000 | +1.6% | 80,590 | -3.9% | 0.98% | -2.5% |
| Q3 2015 | $3,891,000 | -1.1% | 83,903 | +7.1% | 1.01% | +10.3% |
| Q2 2015 | $3,935,000 | -1.5% | 78,344 | -1.0% | 0.91% | +0.2% |
| Q1 2015 | $3,996,000 | +5.8% | 79,162 | +4.4% | 0.91% | +4.1% |
| Q4 2014 | $3,776,000 | +59.8% | 75,796 | +52.5% | 0.88% | +52.4% |
| Q3 2014 | $2,363,000 | +6.9% | 49,698 | +7.3% | 0.57% | +8.1% |
| Q2 2014 | $2,211,000 | +4.0% | 46,326 | -0.4% | 0.53% | +0.4% |
| Q1 2014 | $2,126,000 | +25.2% | 46,508 | +23.3% | 0.53% | +22.7% |
| Q4 2013 | $1,698,000 | +331.0% | 37,720 | +293.4% | 0.43% | +288.3% |
| Q3 2013 | $394,000 | +46.5% | 9,587 | +38.8% | 0.11% | +38.8% |
| Q2 2013 | $269,000 | – | 6,909 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 543,789 | $30,272,744 | 7.99% |
| JUNCTURE WEALTH STRATEGIES, LLC | 242,426 | $13,495,867 | 6.13% |
| Beacon Wealthcare LLC | 162,768 | $9,061,317 | 4.36% |
| Curbstone Financial Management Corp | 121,718 | $6,776,041 | 1.54% |
| VERITY Wealth Advisors | 18,696 | $1,040,806 | 0.90% |
| Boltwood Capital Management | 47,635 | $2,651,840 | 0.88% |
| Modus Advisors, LLC | 26,555 | $1,478,342 | 0.60% |
| Aletheian Wealth Advisors LLC | 11,379 | $633,474 | 0.42% |
| First National Bank of Mount Dora, Trust Investment Services | 27,313 | $1,520,514 | 0.40% |
| Bartlett & Co. LLC | 372,024 | $20,800 | 0.34% |