SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $873,989 | -52.0% | 17,532 | -50.2% | 0.04% | -2.8% |
Q2 2023 | $1,818,968 | +125.6% | 35,184 | +108.8% | 0.04% | -21.7% |
Q1 2023 | $806,412 | +6.9% | 16,853 | +0.1% | 0.05% | +100.0% |
Q4 2022 | $754,591 | -0.3% | 16,840 | -6.5% | 0.02% | -64.6% |
Q3 2022 | $757,000 | -5.7% | 18,018 | -0.8% | 0.06% | -3.0% |
Q2 2022 | $803,000 | -20.7% | 18,161 | -4.3% | 0.07% | -6.9% |
Q1 2022 | $1,013,000 | -13.5% | 18,980 | +83.2% | 0.07% | -14.3% |
Q4 2021 | $1,171,000 | +24.8% | 10,358 | +14.7% | 0.08% | +3.7% |
Q3 2021 | $938,000 | -1.4% | 9,034 | -1.0% | 0.08% | -4.7% |
Q2 2021 | $951,000 | +5.4% | 9,123 | -2.2% | 0.08% | -7.6% |
Q1 2021 | $902,000 | -8.3% | 9,324 | -13.8% | 0.09% | -19.3% |
Q4 2020 | $984,000 | +23.6% | 10,814 | +8.1% | 0.11% | +2.7% |
Q3 2020 | $796,000 | +6.7% | 10,001 | -1.4% | 0.11% | -5.9% |
Q2 2020 | $746,000 | +29.3% | 10,148 | +15.0% | 0.12% | +10.3% |
Q1 2020 | $577,000 | +72.8% | 8,826 | +104.1% | 0.11% | +57.4% |
Q4 2019 | $334,000 | +23.2% | 4,324 | +13.9% | 0.07% | +6.2% |
Q3 2019 | $271,000 | +9.7% | 3,797 | +8.6% | 0.06% | +10.3% |
Q2 2019 | $247,000 | -9.5% | 3,497 | -9.9% | 0.06% | -7.9% |
Q1 2019 | $273,000 | +29.4% | 3,882 | +17.9% | 0.06% | +16.7% |
Q4 2018 | $211,000 | -74.0% | 3,294 | -71.4% | 0.05% | -73.0% |
Q3 2018 | $810,000 | +6.0% | 11,506 | -0.6% | 0.20% | -13.0% |
Q2 2018 | $764,000 | +3.0% | 11,575 | -0.5% | 0.23% | -15.8% |
Q1 2018 | $742,000 | +49.9% | 11,637 | +51.6% | 0.27% | +47.6% |
Q4 2017 | $495,000 | +81.3% | 7,676 | +71.4% | 0.18% | +107.9% |
Q3 2017 | $273,000 | +2.2% | 4,478 | -2.1% | 0.09% | +53.4% |
Q2 2017 | $267,000 | +1.1% | 4,574 | -1.3% | 0.06% | +3.6% |
Q1 2017 | $264,000 | -1.1% | 4,634 | 0.0% | 0.06% | -3.4% |
Q4 2016 | $267,000 | +27.8% | 4,634 | +16.3% | 0.06% | +7.4% |
Q3 2016 | $209,000 | +14.2% | 3,986 | +9.3% | 0.05% | +10.2% |
Q2 2016 | $183,000 | +7.6% | 3,647 | +12.5% | 0.05% | -7.5% |
Q1 2016 | $170,000 | -77.5% | 3,243 | -82.0% | 0.05% | -18.5% |
Q3 2011 | $757,000 | – | 18,018 | – | 0.06% | – |
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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% |