SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $546,000 | -5.0% | 13,007 | 0.0% | 0.18% | +4.0% |
| Q2 2022 | $575,000 | -17.3% | 13,007 | -0.2% | 0.17% | -3.9% |
| Q1 2022 | $695,000 | -5.6% | 13,027 | +100.0% | 0.18% | -3.2% |
| Q4 2021 | $736,000 | +8.7% | 6,514 | 0.0% | 0.19% | +2.2% |
| Q3 2021 | $677,000 | -0.3% | 6,514 | 0.0% | 0.18% | +1.7% |
| Q2 2021 | $679,000 | +5.8% | 6,514 | -1.8% | 0.18% | 0.0% |
| Q1 2021 | $642,000 | +6.3% | 6,634 | 0.0% | 0.18% | +0.6% |
| Q4 2020 | $604,000 | +14.0% | 6,634 | -0.3% | 0.18% | 0.0% |
| Q3 2020 | $530,000 | +7.5% | 6,657 | -0.9% | 0.18% | -4.3% |
| Q2 2020 | $493,000 | +84.6% | 6,715 | +36.0% | 0.19% | +56.3% |
| Q4 2016 | $267,000 | +20.8% | 4,937 | +17.0% | 0.12% | +17.8% |
| Q3 2016 | $221,000 | +9.4% | 4,221 | +5.3% | 0.10% | +8.6% |
| Q2 2016 | $202,000 | – | 4,009 | – | 0.09% | – |
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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% |