SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,353,120 | -5.6% | 47,204 | -2.1% | 1.20% | -7.9% |
| Q2 2023 | $2,493,707 | +10.3% | 48,234 | +2.1% | 1.30% | +5.8% |
| Q1 2023 | $2,261,515 | +6.2% | 47,263 | -0.7% | 1.23% | +0.5% |
| Q4 2022 | $2,130,175 | -5.3% | 47,614 | -10.9% | 1.22% | -7.1% |
| Q3 2022 | $2,250,000 | -11.6% | 53,463 | -7.2% | 1.31% | -7.7% |
| Q2 2022 | $2,546,000 | -15.3% | 57,620 | +2.6% | 1.42% | -1.4% |
| Q1 2022 | $3,007,000 | +6.6% | 56,135 | +124.8% | 1.44% | +9.0% |
| Q4 2021 | $2,822,000 | +12.1% | 24,968 | +3.0% | 1.32% | +1.7% |
| Q3 2021 | $2,517,000 | +5.6% | 24,234 | +6.0% | 1.30% | +3.5% |
| Q2 2021 | $2,384,000 | +11.2% | 22,860 | +3.1% | 1.26% | +1.3% |
| Q1 2021 | $2,144,000 | +5.6% | 22,171 | -0.7% | 1.24% | -2.7% |
| Q4 2020 | $2,031,000 | – | 22,326 | – | 1.28% | – |
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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% |