SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,492 | -5.9% | 70,199 | -2.3% | 0.30% | -6.0% |
| Q2 2023 | $3,711 | +5.8% | 71,854 | -2.0% | 0.32% | -2.8% |
| Q1 2023 | $3,509 | +1.7% | 73,352 | -4.8% | 0.32% | -7.1% |
| Q4 2022 | $3,449 | -99.9% | 77,018 | +5.7% | 0.35% | +4.2% |
| Q3 2022 | $3,058,000 | -17.8% | 72,868 | +4.3% | 0.34% | -18.8% |
| Q1 2022 | $3,720,000 | -10.9% | 69,855 | +88.7% | 0.41% | -17.7% |
| Q4 2021 | $4,175,000 | +7.7% | 37,014 | -0.9% | 0.50% | -1.6% |
| Q3 2021 | $3,877,000 | -1.4% | 37,366 | -1.0% | 0.51% | -12.8% |
| Q2 2021 | $3,932,000 | +19.2% | 37,748 | +10.6% | 0.59% | -21.4% |
| Q1 2021 | $3,300,000 | -9.2% | 34,145 | -14.6% | 0.75% | +2.9% |
| Q4 2020 | $3,636,000 | +10.8% | 40,002 | -3.0% | 0.72% | +0.1% |
| Q3 2020 | $3,283,000 | +13.1% | 41,240 | +4.1% | 0.72% | -8.5% |
| Q2 2020 | $2,904,000 | +21.3% | 39,613 | -0.1% | 0.79% | +11.1% |
| Q1 2020 | $2,394,000 | -24.7% | 39,664 | -4.1% | 0.71% | -20.7% |
| Q4 2019 | $3,179,000 | +7.1% | 41,345 | -1.1% | 0.90% | -9.0% |
| Q3 2019 | $2,969,000 | +4.8% | 41,818 | +4.1% | 0.99% | +8.0% |
| Q2 2019 | $2,834,000 | +4.9% | 40,186 | +1.0% | 0.91% | -2.8% |
| Q1 2019 | $2,701,000 | +13.2% | 39,803 | +0.0% | 0.94% | -4.0% |
| Q4 2018 | $2,386,000 | -11.6% | 39,794 | +3.8% | 0.98% | -3.5% |
| Q3 2018 | $2,698,000 | -60.9% | 38,352 | -63.3% | 1.01% | -57.0% |
| Q2 2018 | $6,898,000 | +15.7% | 104,574 | +11.9% | 2.36% | -20.3% |
| Q1 2018 | $5,960,000 | -1.3% | 93,452 | -0.2% | 2.96% | +21.5% |
| Q4 2017 | $6,039,000 | +4.0% | 93,607 | -1.9% | 2.43% | -13.1% |
| Q3 2017 | $5,808,000 | -8.7% | 95,437 | -12.3% | 2.80% | -12.4% |
| Q2 2017 | $6,358,000 | +0.8% | 108,819 | -1.5% | 3.20% | -6.1% |
| Q1 2017 | $6,308,000 | -0.6% | 110,512 | -5.6% | 3.41% | -7.4% |
| Q4 2016 | $6,343,000 | +1.6% | 117,106 | -1.9% | 3.68% | -6.6% |
| Q3 2016 | $6,241,000 | +4.5% | 119,352 | +0.7% | 3.94% | -5.0% |
| Q2 2016 | $5,970,000 | +5.8% | 118,558 | +3.5% | 4.15% | -0.0% |
| Q1 2016 | $5,645,000 | -9.5% | 114,543 | -9.9% | 4.15% | +1.4% |
| Q4 2015 | $6,235,000 | – | 127,149 | – | 4.09% | – |
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% |