SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,613 | -14.1% | 460 | – | 0.01% | -11.1% |
| Q3 2022 | $24,000 | -7.7% | 0 | -100.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -16.1% | 578 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | +63.2% | 578 | +209.1% | 0.01% | +50.0% |
| Q3 2021 | $19,000 | 0.0% | 187 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | -50.0% | 180 | -66.4% | 0.01% | -53.8% |
| Q3 2019 | $38,000 | -73.6% | 535 | -76.2% | 0.01% | -71.1% |
| Q1 2018 | $144,000 | -0.7% | 2,250 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $145,000 | +5.8% | 2,250 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $137,000 | +1145.5% | 2,250 | +900.0% | 0.04% | +1000.0% |
| Q4 2015 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | -8.3% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 225 | – | 0.00% | – |
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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% |