SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,051,100 | -3.1% | 241,890 | +0.5% | 3.64% | -3.0% |
| Q2 2023 | $12,439,145 | +5.9% | 240,602 | -1.8% | 3.75% | +0.8% |
| Q1 2023 | $11,750,087 | +9.4% | 245,134 | +1.5% | 3.72% | -4.2% |
| Q4 2022 | $10,739,982 | +4.9% | 241,494 | -0.9% | 3.88% | -5.1% |
| Q3 2022 | $10,234,000 | -13.5% | 243,720 | -9.5% | 4.09% | -10.9% |
| Q2 2022 | $11,834,000 | -17.5% | 269,211 | +0.1% | 4.59% | -5.7% |
| Q1 2022 | $14,352,000 | -5.6% | 268,817 | +99.8% | 4.86% | -8.4% |
| Q4 2021 | $15,206,000 | -27.1% | 134,525 | -33.0% | 5.31% | -26.3% |
| Q3 2021 | $20,872,000 | -4.4% | 200,903 | -4.0% | 7.20% | -4.0% |
| Q2 2021 | $21,826,000 | +8.8% | 209,323 | +0.9% | 7.51% | -3.8% |
| Q1 2021 | $20,059,000 | +6.0% | 207,418 | -0.3% | 7.81% | -3.4% |
| Q4 2020 | $18,926,000 | +12.6% | 208,001 | -1.3% | 8.08% | -12.2% |
| Q3 2020 | $16,810,000 | +9.4% | 210,775 | -0.3% | 9.20% | +3.0% |
| Q2 2020 | $15,370,000 | -10.2% | 211,394 | -25.4% | 8.94% | -6.1% |
| Q1 2020 | $17,120,000 | – | 283,298 | – | 9.51% | – |
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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% |