SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,805 | -10.2% | 19,414 | -6.9% | 0.00% | – |
| Q2 2023 | $1,077,632 | +8.0% | 20,844 | 0.0% | 0.00% | – |
| Q1 2023 | $997,363 | +0.4% | 20,844 | -6.0% | 0.00% | – |
| Q4 2022 | $993,580 | +142.9% | 22,173 | +127.6% | 0.00% | – |
| Q3 2022 | $409,000 | +0.2% | 9,743 | +5.5% | 0.00% | – |
| Q2 2022 | $408,000 | -20.5% | 9,239 | -3.9% | 0.00% | – |
| Q1 2022 | $513,000 | -4.3% | 9,613 | +102.5% | 0.00% | – |
| Q4 2021 | $536,000 | +8.7% | 4,747 | +0.0% | 0.00% | – |
| Q3 2021 | $493,000 | +8.1% | 4,745 | +8.5% | 0.00% | – |
| Q2 2021 | $456,000 | +7.5% | 4,372 | -0.3% | 0.00% | – |
| Q1 2021 | $424,000 | 0.0% | 4,387 | -5.9% | 0.00% | – |
| Q4 2020 | $424,000 | +21.5% | 4,661 | +6.3% | 0.00% | – |
| Q3 2020 | $349,000 | -26.8% | 4,386 | -32.4% | 0.00% | – |
| Q2 2020 | $477,000 | +4.4% | 6,487 | -14.1% | 0.00% | – |
| Q1 2020 | $457,000 | +25.5% | 7,554 | +59.7% | 0.00% | – |
| Q4 2019 | $364,000 | +14.5% | 4,730 | +5.8% | 0.00% | – |
| Q3 2019 | $318,000 | -5.4% | 4,472 | -6.0% | 0.00% | – |
| Q2 2019 | $336,000 | -32.5% | 4,758 | -35.0% | 0.00% | – |
| Q1 2019 | $498,000 | -16.9% | 7,324 | -26.7% | 0.00% | – |
| Q4 2018 | $599,000 | -18.6% | 9,992 | -4.4% | 0.00% | – |
| Q3 2018 | $736,000 | +28.4% | 10,453 | +20.5% | 0.00% | – |
| Q2 2018 | $573,000 | -12.4% | 8,678 | -15.4% | 0.00% | – |
| Q1 2018 | $654,000 | +69.9% | 10,259 | +71.8% | 0.00% | – |
| Q4 2017 | $385,000 | +4.9% | 5,970 | -0.8% | 0.00% | – |
| Q3 2017 | $367,000 | +7.9% | 6,020 | +3.6% | 0.00% | – |
| Q2 2017 | $340,000 | – | 5,812 | – | 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% |