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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,448,000 | -10.9% | 15,919 | -22.0% | 0.03% | -52.4% |
| Q3 2020 | $1,626,000 | +50.4% | 20,416 | +38.7% | 0.06% | +43.2% |
| Q2 2020 | $1,081,000 | +24.3% | 14,720 | +2.2% | 0.04% | -6.4% |
| Q1 2020 | $870,000 | -88.7% | 14,398 | -85.6% | 0.05% | -82.8% |
| Q4 2019 | $7,683,000 | +9.0% | 99,931 | +0.7% | 0.27% | +0.7% |
| Q3 2019 | $7,050,000 | -13.0% | 99,268 | -13.6% | 0.27% | -20.2% |
| Q2 2019 | $8,104,000 | -2.6% | 114,895 | -6.1% | 0.34% | -6.6% |
| Q1 2019 | $8,324,000 | -15.3% | 122,323 | -12.4% | 0.36% | -15.5% |
| Q4 2018 | $9,833,000 | 0.0% | 139,698 | 0.0% | 0.43% | 0.0% |
| Q3 2018 | $9,833,000 | +8.6% | 139,698 | +1.8% | 0.43% | 0.0% |
| Q2 2018 | $9,053,000 | +53.2% | 137,194 | +48.1% | 0.43% | +24.5% |
| Q1 2018 | $5,909,000 | +6.5% | 92,635 | +7.8% | 0.35% | -4.7% |
| Q4 2017 | $5,546,000 | +1.4% | 85,961 | -4.2% | 0.36% | -13.1% |
| Q3 2017 | $5,467,000 | +6.4% | 89,760 | +2.2% | 0.42% | -9.9% |
| Q2 2017 | $5,137,000 | +11.0% | 87,866 | +8.3% | 0.46% | -8.8% |
| Q1 2017 | $4,630,000 | +17.5% | 81,143 | +11.5% | 0.51% | -3.4% |
| Q4 2016 | $3,941,000 | +16.2% | 72,743 | +12.2% | 0.53% | +5.0% |
| Q3 2016 | $3,391,000 | +18.3% | 64,818 | +13.8% | 0.50% | +3.3% |
| Q2 2016 | $2,866,000 | +3.7% | 56,981 | +1.6% | 0.49% | +1.7% |
| Q1 2016 | $2,765,000 | -48.2% | 56,102 | -48.4% | 0.48% | -64.6% |
| Q4 2015 | $5,337,000 | +43.9% | 108,820 | +36.1% | 1.35% | +14.3% |
| Q3 2015 | $3,709,000 | -47.8% | 79,966 | -43.4% | 1.18% | -40.3% |
| Q2 2015 | $7,103,000 | +202.6% | 141,405 | +204.1% | 1.98% | +173.4% |
| Q1 2015 | $2,347,000 | -5.5% | 46,500 | -6.7% | 0.72% | -24.6% |
| Q4 2014 | $2,483,000 | – | 49,847 | – | 0.96% | – |
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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% |