SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $262,000 | +8.3% | 3,414 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $242,000 | -4.0% | 3,414 | -4.6% | 0.15% | -5.0% |
| Q2 2019 | $252,000 | -0.4% | 3,577 | -3.9% | 0.16% | -4.7% |
| Q1 2019 | $253,000 | +4.1% | 3,724 | -8.0% | 0.17% | -9.6% |
| Q4 2018 | $243,000 | -14.7% | 4,049 | 0.0% | 0.19% | -5.1% |
| Q3 2018 | $285,000 | +6.7% | 4,049 | 0.0% | 0.20% | +0.5% |
| Q2 2018 | $267,000 | +3.5% | 4,049 | 0.0% | 0.20% | -2.5% |
| Q1 2018 | $258,000 | -67.0% | 4,049 | -66.7% | 0.20% | +2.6% |
| Q4 2017 | $783,000 | +217.0% | 12,147 | +200.0% | 0.20% | -3.0% |
| Q3 2017 | $247,000 | +4.2% | 4,049 | 0.0% | 0.20% | 0.0% |
| Q2 2017 | $237,000 | -5.6% | 4,049 | -8.0% | 0.20% | -12.6% |
| Q1 2017 | $251,000 | +5.0% | 4,403 | 0.0% | 0.23% | -1.7% |
| Q4 2016 | $239,000 | – | 4,403 | – | 0.24% | – |
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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% |