SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,743 | -3.9% | 75,099 | -0.4% | 2.42% | -4.8% |
| Q2 2023 | $3,896 | +6.5% | 75,372 | -1.4% | 2.55% | +3.6% |
| Q1 2023 | $3,657 | +5.5% | 76,441 | -1.2% | 2.46% | +0.6% |
| Q4 2022 | $3,467 | -99.9% | 77,387 | +3.0% | 2.44% | +3.4% |
| Q3 2022 | $3,154,000 | -20.0% | 75,116 | -15.8% | 2.36% | -15.4% |
| Q2 2022 | $3,941,000 | -23.1% | 89,173 | -7.1% | 2.79% | -16.5% |
| Q1 2022 | $5,127,000 | -7.4% | 96,026 | +96.1% | 3.34% | -4.5% |
| Q4 2021 | $5,535,000 | – | 48,978 | – | 3.50% | – |
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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% |