SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -4.8% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 466 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -59.4% | 233 | -62.2% | 0.00% | -50.0% |
| Q3 2021 | $64,000 | 0.0% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $64,000 | +6.7% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +7.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +14.3% | 616 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $49,000 | +8.9% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +21.6% | 616 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $37,000 | -21.3% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -40.5% | 616 | -44.8% | 0.00% | -60.0% |
| Q3 2019 | $79,000 | 0.0% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,000 | +3.9% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $76,000 | -18.3% | 1,116 | -28.2% | 0.01% | -16.7% |
| Q4 2018 | $93,000 | +116.3% | 1,554 | +152.3% | 0.01% | +100.0% |
| Q3 2018 | $43,000 | +4.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $39,000 | -2.5% | 616 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $40,000 | +5.3% | 616 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $38,000 | – | 616 | – | 0.00% | – |
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% |