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 2023 | $228,574 | -3.6% | 4,585 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $237,057 | +8.0% | 4,585 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $219,404 | -5.5% | 4,585 | -11.5% | 0.01% | -7.7% |
| Q4 2022 | $232,262 | +6.5% | 5,183 | 0.0% | 0.01% | -18.8% |
| Q3 2022 | $218,000 | -4.8% | 5,183 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $229,000 | -17.3% | 5,183 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $277,000 | -5.5% | 5,183 | +100.0% | 0.02% | -6.2% |
| Q4 2021 | $293,000 | -99.9% | 2,592 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $269,232,000 | -0.4% | 2,592 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $270,295,000 | +7.8% | 2,592 | 0.0% | 0.02% | +13.3% |
| Q1 2021 | $250,698,000 | +106128.0% | 2,592 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $236,000 | -99.9% | 2,592 | 0.0% | 0.02% | -44.4% |
| Q3 2020 | $206,448,000 | +8.3% | 2,592 | -11.9% | 0.03% | 0.0% |
| Q2 2020 | $190,644,000 | +21.7% | 2,942 | +13.5% | 0.03% | -3.6% |
| Q1 2020 | $156,650,000 | -21.4% | 2,592 | 0.0% | 0.03% | +7.7% |
| Q4 2019 | $199,293,000 | +108211.4% | 2,592 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $184,000 | -100.0% | 2,592 | -63.9% | 0.03% | -65.4% |
| Q2 2019 | $506,464,000 | – | 7,181 | – | 0.08% | – |
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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% |