SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $621,000 | -0.5% | 5,976 | -0.1% | 0.35% | -0.3% |
| Q2 2021 | $624,000 | -37.6% | 5,984 | -42.2% | 0.35% | -42.2% |
| Q1 2021 | $1,000,000 | +6.5% | 10,345 | +0.3% | 0.60% | -4.0% |
| Q4 2020 | $939,000 | +5.7% | 10,315 | -7.5% | 0.63% | -7.2% |
| Q3 2020 | $888,000 | +8.0% | 11,147 | -0.3% | 0.68% | -0.3% |
| Q2 2020 | $822,000 | +24.5% | 11,184 | +2.4% | 0.68% | +3.5% |
| Q1 2020 | $660,000 | -14.4% | 10,921 | +8.9% | 0.66% | +11.2% |
| Q4 2019 | $771,000 | +8.9% | 10,029 | +0.6% | 0.59% | +3.7% |
| Q3 2019 | $708,000 | +4.4% | 9,971 | +3.7% | 0.57% | +4.0% |
| Q2 2019 | $678,000 | +13.6% | 9,611 | +9.5% | 0.55% | +6.0% |
| Q1 2019 | $597,000 | +25.4% | 8,777 | +10.5% | 0.52% | -7.3% |
| Q4 2018 | $476,000 | -9.2% | 7,940 | +6.7% | 0.56% | +4.7% |
| Q3 2018 | $524,000 | +1.4% | 7,439 | -5.1% | 0.53% | +12.0% |
| Q2 2018 | $517,000 | +19.7% | 7,841 | +15.9% | 0.48% | +16.1% |
| Q1 2018 | $432,000 | +15.5% | 6,767 | +16.9% | 0.41% | +14.5% |
| Q4 2017 | $374,000 | – | 5,789 | – | 0.36% | – |
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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% |