SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,865 | -3.6% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $46,530 | +8.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $43,065 | +6.8% | 900 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $40,329 | +6.1% | 900 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $38,000 | -5.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $40,000 | -16.7% | 900 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $48,000 | -5.9% | 900 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 450 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $47,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 450 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $44,000 | +4.8% | 450 | -3.2% | 0.02% | -4.3% |
| Q4 2020 | $42,000 | +13.5% | 465 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $37,000 | +8.8% | 465 | 0.0% | 0.02% | +8.7% |
| Q2 2020 | $34,000 | +21.4% | 465 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 465 | -7.0% | 0.02% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $36,000 | – | 500 | – | 0.02% | – |
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% |