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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,906,000 | +8.1% | 89,823 | -0.8% | 1.09% | -1.5% |
| Q2 2019 | $6,387,000 | -0.8% | 90,561 | -4.3% | 1.11% | -3.3% |
| Q1 2019 | $6,440,000 | -28.8% | 94,643 | -37.3% | 1.15% | -25.4% |
| Q4 2018 | $9,043,000 | +443.4% | 150,889 | +391.4% | 1.54% | +298.7% |
| Q4 2016 | $1,664,000 | – | 30,707 | – | 0.39% | – |
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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% |