SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,682 | -3.4% | 4,657 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $240,786 | +8.0% | 4,657 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $222,855 | +7.2% | 4,657 | +0.4% | 0.04% | +9.4% |
| Q4 2022 | $207,912 | +2.4% | 4,640 | +0.9% | 0.03% | +3.2% |
| Q2 2022 | $203,000 | -35.4% | 4,600 | -21.9% | 0.03% | -29.5% |
| Q1 2022 | $314,000 | -5.4% | 5,890 | +100.4% | 0.04% | -6.4% |
| Q4 2021 | $332,000 | +9.2% | 2,939 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $304,000 | -0.3% | 2,930 | +0.2% | 0.05% | -2.0% |
| Q2 2021 | $305,000 | +8.2% | 2,923 | +0.2% | 0.05% | +2.1% |
| Q1 2021 | $282,000 | +6.4% | 2,916 | +0.2% | 0.05% | -2.0% |
| Q4 2020 | $265,000 | +14.7% | 2,910 | +0.3% | 0.05% | -3.9% |
| Q3 2020 | $231,000 | +9.0% | 2,901 | +0.5% | 0.05% | +2.0% |
| Q2 2020 | $212,000 | -3.6% | 2,887 | +0.7% | 0.05% | +8.7% |
| Q4 2019 | $220,000 | +6.3% | 2,867 | +0.5% | 0.05% | 0.0% |
| Q3 2019 | $207,000 | +3.5% | 2,854 | +0.7% | 0.05% | -2.1% |
| Q2 2019 | $200,000 | – | 2,834 | – | 0.05% | – |
Download | ||||||
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% |