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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,536,951 | -6.0% | 50,892 | -2.5% | 0.96% | +3.6% |
| Q2 2023 | $2,698,623 | +3.5% | 52,198 | -4.2% | 0.92% | -0.4% |
| Q1 2023 | $2,606,667 | -33.1% | 54,476 | -37.4% | 0.93% | -38.0% |
| Q4 2022 | $3,897,930 | +221.1% | 86,987 | +216.7% | 1.50% | +137.3% |
| Q2 2022 | $1,214,000 | -21.0% | 27,466 | -4.6% | 0.63% | +13.9% |
| Q1 2022 | $1,537,000 | – | 28,793 | – | 0.55% | – |
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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% |