SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,314 | +1.4% | 668 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $32,869 | +8.0% | 635 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,421 | +6.8% | 635 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,489 | +9.6% | 635 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 635 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -20.0% | 635 | +100.3% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 317 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 317 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $33,000 | +10.0% | 317 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +7.1% | 317 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +12.0% | 316 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 315 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 313 | -19.3% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | +27.8% | 388 | +58.4% | 0.00% | +100.0% |
| Q4 2019 | $18,000 | +5.9% | 245 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | – | 244 | – | 0.00% | – |
| Q2 2017 | $0 | – | 0 | – | 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% |