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 | $27,816 | -84.3% | 558 | -83.7% | 0.00% | -85.0% |
| Q2 2023 | $176,926 | +261.8% | 3,422 | +234.8% | 0.02% | +233.3% |
| Q1 2023 | $48,903 | +2.0% | 1,022 | -4.5% | 0.01% | -14.3% |
| Q4 2022 | $47,947 | +499.3% | 1,070 | +463.2% | 0.01% | +250.0% |
| Q3 2022 | $8,000 | -11.1% | 190 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 206 | +2.0% | 0.00% | -33.3% |
| Q1 2022 | $11,000 | -8.3% | 202 | +92.4% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | – | 105 | – | 0.00% | – |
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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% |