SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $373,000 | -70.1% | 5,484 | -73.7% | 0.06% | -72.9% |
| Q4 2018 | $1,249,000 | -1.5% | 20,833 | +15.6% | 0.21% | +18.9% |
| Q3 2018 | $1,268,000 | +498.1% | 18,015 | +460.7% | 0.18% | +480.6% |
| Q2 2018 | $212,000 | -29.3% | 3,213 | -44.0% | 0.03% | -38.0% |
| Q3 2016 | $300,000 | +2.4% | 5,736 | -1.6% | 0.05% | -2.0% |
| Q2 2016 | $293,000 | -10.7% | 5,828 | -12.5% | 0.05% | -17.7% |
| Q1 2016 | $328,000 | +58.5% | 6,659 | +57.7% | 0.06% | +55.0% |
| Q4 2015 | $207,000 | -85.9% | 4,222 | -86.3% | 0.04% | -88.1% |
| Q3 2014 | $1,466,000 | -0.7% | 30,847 | -0.4% | 0.34% | -2.6% |
| Q2 2014 | $1,477,000 | +39.2% | 30,959 | +33.4% | 0.34% | +29.8% |
| Q1 2014 | $1,061,000 | +3.7% | 23,209 | +2.1% | 0.26% | +22.1% |
| Q4 2013 | $1,023,000 | -44.9% | 22,729 | -49.7% | 0.22% | +2.4% |
| Q3 2013 | $1,856,000 | +99.6% | 45,170 | +89.1% | 0.21% | -12.8% |
| Q2 2013 | $930,000 | – | 23,891 | – | 0.24% | – |
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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% |