SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $468,000 | -12.4% | 7,815 | +3.0% | 0.36% | -0.8% |
Q3 2018 | $534,000 | +4.7% | 7,585 | -1.9% | 0.36% | -1.4% |
Q2 2018 | $510,000 | +5.2% | 7,730 | +1.6% | 0.37% | +1.4% |
Q1 2018 | $485,000 | +5.9% | 7,610 | +7.2% | 0.36% | +4.0% |
Q4 2017 | $458,000 | +8.3% | 7,098 | +2.2% | 0.35% | -3.6% |
Q3 2017 | $423,000 | +9.0% | 6,948 | +4.6% | 0.36% | +9.0% |
Q2 2017 | $388,000 | +6.3% | 6,640 | +3.9% | 0.33% | -0.3% |
Q1 2017 | $365,000 | +17.0% | 6,390 | +10.9% | 0.33% | +9.2% |
Q4 2016 | $312,000 | +5.8% | 5,760 | +2.3% | 0.31% | +5.9% |
Q3 2016 | $295,000 | +4.6% | 5,630 | +0.4% | 0.29% | +0.7% |
Q2 2016 | $282,000 | -1.4% | 5,605 | -3.4% | 0.29% | 0.0% |
Q1 2016 | $286,000 | +17.2% | 5,800 | +16.6% | 0.29% | +12.5% |
Q4 2015 | $244,000 | +15.6% | 4,975 | +9.2% | 0.26% | +16.4% |
Q3 2015 | $211,000 | +163.8% | 4,555 | +185.2% | 0.22% | +265.0% |
Q2 2015 | $80,000 | +9.6% | 1,597 | +10.4% | 0.06% | +15.4% |
Q1 2015 | $73,000 | +23.7% | 1,447 | +21.6% | 0.05% | +30.0% |
Q4 2014 | $59,000 | +20.4% | 1,190 | +16.7% | 0.04% | +21.2% |
Q3 2014 | $49,000 | – | 1,020 | – | 0.03% | – |
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% |