SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -3.2% | 4,187 | 0.0% | 0.18% | +7.3% |
| Q2 2023 | $216 | +6.9% | 4,187 | -0.9% | 0.16% | -5.7% |
| Q1 2023 | $202 | -6.5% | 4,223 | -12.2% | 0.18% | -19.0% |
| Q4 2022 | $216 | -99.9% | 4,812 | -4.2% | 0.22% | +2.9% |
| Q3 2022 | $211,000 | -5.0% | 5,021 | +0.2% | 0.21% | -1.9% |
| Q2 2022 | $222,000 | -16.5% | 5,013 | +0.5% | 0.21% | +8.1% |
| Q1 2022 | $266,000 | -75.5% | 4,986 | -72.2% | 0.20% | -83.5% |
| Q1 2020 | $1,085,000 | -22.5% | 17,949 | -1.4% | 1.20% | -12.3% |
| Q4 2019 | $1,400,000 | – | 18,211 | – | 1.37% | – |
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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% |