SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,136 | -71.9% | 9,571 | -70.9% | 0.25% | -64.7% |
| Q2 2023 | $1,699,327 | +357.9% | 32,869 | +323.8% | 0.72% | +278.4% |
| Q1 2023 | $371,097 | +13.3% | 7,755 | +6.1% | 0.19% | +3.3% |
| Q4 2022 | $327,525 | +95.0% | 7,309 | +83.0% | 0.18% | +76.9% |
| Q3 2022 | $168,000 | +37.7% | 3,994 | +46.5% | 0.10% | +42.5% |
| Q2 2022 | $122,000 | +24.5% | 2,727 | +48.2% | 0.07% | +25.9% |
| Q1 2022 | $98,000 | -5.8% | 1,840 | +100.0% | 0.06% | -6.5% |
| Q4 2021 | $104,000 | +8.3% | 920 | 0.0% | 0.06% | -8.8% |
| Q2 2021 | $96,000 | +464.7% | 920 | +277.0% | 0.07% | +257.9% |
| Q2 2019 | $17,000 | – | 244 | – | 0.02% | – |
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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% |