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 2021 | $37,000 | +8.8% | 330 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $34,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +6.2% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | -44.8% | 330 | -51.5% | 0.00% | 0.0% |
| Q4 2020 | $58,000 | +114.8% | 680 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +17.4% | 340 | +7.9% | 0.00% | +100.0% |
| Q2 2020 | $23,000 | +21.1% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -88.0% | 315 | -85.2% | 0.00% | -80.0% |
| Q4 2019 | $158,000 | +107.9% | 2,130 | +100.0% | 0.01% | 0.0% |
| Q3 2019 | $76,000 | +1.3% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $75,000 | +4.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $72,000 | +12.5% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $64,000 | -14.7% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $75,000 | +7.1% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $70,000 | +2.9% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | -1.4% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $69,000 | +6.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $65,000 | +4.8% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $62,000 | +1.6% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $61,000 | +5.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $58,000 | +9.4% | 1,065 | +4.9% | 0.01% | +25.0% |
| Q3 2016 | $53,000 | +3.9% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $51,000 | +2.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $50,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $50,000 | +6.4% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $47,000 | -7.8% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $51,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $51,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $51,000 | +15.9% | 1,015 | +10.9% | 0.00% | 0.0% |
| Q3 2014 | $44,000 | +10.0% | 915 | +8.9% | 0.00% | +33.3% |
| Q2 2014 | $40,000 | +400.0% | 840 | +409.1% | 0.00% | +200.0% |
| Q1 2014 | $8,000 | +14.3% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | +16.7% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 165 | – | 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% |