SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $465,000 | +13.4% | 8,572 | +9.3% | 0.02% | +7.1% |
Q3 2016 | $410,000 | -6.0% | 7,842 | -9.4% | 0.01% | -12.5% |
Q2 2016 | $436,000 | -1.6% | 8,659 | -3.7% | 0.02% | -15.8% |
Q1 2016 | $443,000 | -6.7% | 8,994 | -7.0% | 0.02% | -13.6% |
Q4 2015 | $475,000 | -12.0% | 9,676 | -16.8% | 0.02% | -47.6% |
Q3 2015 | $540,000 | -10.7% | 11,634 | -3.5% | 0.04% | -2.3% |
Q2 2015 | $605,000 | -1.6% | 12,050 | -1.1% | 0.04% | 0.0% |
Q1 2015 | $615,000 | -0.2% | 12,185 | -1.4% | 0.04% | -35.8% |
Q4 2014 | $616,000 | +1.3% | 12,358 | -3.3% | 0.07% | -8.2% |
Q3 2014 | $608,000 | -0.3% | 12,779 | +0.0% | 0.07% | -11.0% |
Q2 2014 | $610,000 | -48.2% | 12,778 | -50.4% | 0.08% | -3.5% |
Q1 2014 | $1,178,000 | +89.4% | 25,782 | +86.6% | 0.08% | -10.5% |
Q4 2013 | $622,000 | -17.0% | 13,820 | -24.2% | 0.10% | -27.5% |
Q3 2013 | $749,000 | +21.6% | 18,223 | +15.0% | 0.13% | +5.6% |
Q2 2013 | $616,000 | – | 15,843 | – | 0.12% | – |
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% |