SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,095,084 | -7.5% | 222,569 | -4.0% | 3.73% | -5.5% |
| Q2 2023 | $11,989,375 | +3.6% | 231,914 | -4.1% | 3.95% | -3.0% |
| Q1 2023 | $11,577,513 | +0.9% | 241,954 | -5.5% | 4.07% | -0.2% |
| Q4 2022 | $11,473,228 | -1.4% | 256,042 | -7.4% | 4.08% | -10.4% |
| Q3 2022 | $11,637,000 | -4.8% | 276,640 | +0.0% | 4.56% | -8.5% |
| Q2 2022 | $12,221,000 | -33.5% | 276,545 | -17.8% | 4.98% | -16.7% |
| Q1 2022 | $18,371,000 | -12.1% | 336,416 | +71.8% | 5.98% | -18.5% |
| Q4 2021 | $20,901,000 | – | 195,801 | – | 7.33% | – |
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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% |