SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,031 | -16.6% | 23,176 | -9.5% | 0.06% | -20.3% |
| Q2 2023 | $1,348,301 | +16.3% | 25,604 | +5.6% | 0.07% | -1.4% |
| Q1 2023 | $1,159,732 | -0.6% | 24,237 | -0.3% | 0.07% | -5.4% |
| Q4 2022 | $1,167,072 | -72.1% | 24,299 | -74.1% | 0.07% | -76.7% |
| Q3 2022 | $4,183,000 | -7.8% | 93,720 | -8.7% | 0.32% | -19.9% |
| Q2 2022 | $4,535,000 | -12.7% | 102,615 | +5.5% | 0.40% | -12.0% |
| Q1 2022 | $5,194,000 | -5.9% | 97,286 | +99.3% | 0.45% | -12.3% |
| Q4 2021 | $5,517,000 | +5.2% | 48,822 | -3.3% | 0.51% | -14.5% |
| Q3 2021 | $5,246,000 | -3.0% | 50,510 | -2.6% | 0.60% | -19.1% |
| Q2 2021 | $5,406,000 | -11.5% | 51,842 | -17.9% | 0.74% | -31.2% |
| Q1 2021 | $6,108,000 | +10.6% | 63,161 | +4.1% | 1.08% | -16.4% |
| Q4 2020 | $5,521,000 | – | 60,677 | – | 1.29% | – |
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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% |