SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $90,686,000 | +4.1% | 802,463 | -4.4% | 18.71% | +3.4% |
| Q3 2021 | $87,151,000 | -3.6% | 839,120 | -3.2% | 18.10% | -2.5% |
| Q2 2021 | $90,430,000 | +2.6% | 867,271 | -4.8% | 18.57% | -3.6% |
| Q1 2021 | $88,111,000 | +5.3% | 911,088 | -0.9% | 19.27% | +1.3% |
| Q4 2020 | $83,654,000 | +21.1% | 919,372 | +6.0% | 19.02% | +5.3% |
| Q3 2020 | $69,068,000 | +111.0% | 867,252 | +94.7% | 18.06% | +92.6% |
| Q2 2020 | $32,733,000 | +23.4% | 445,530 | +1.5% | 9.38% | -1.4% |
| Q1 2020 | $26,517,000 | -26.8% | 438,801 | -6.8% | 9.51% | -14.4% |
| Q4 2019 | $36,209,000 | +7.2% | 470,977 | -1.0% | 11.11% | -2.3% |
| Q3 2019 | $33,784,000 | +4.3% | 475,700 | +3.6% | 11.37% | -3.0% |
| Q2 2019 | $32,389,000 | -7.8% | 459,216 | -11.0% | 11.72% | -12.4% |
| Q1 2019 | $35,113,000 | – | 515,995 | – | 13.38% | – |
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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% |