SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,659,743 | -33.3% | 73,414 | -30.9% | 0.05% | -32.0% |
Q2 2023 | $5,489,186 | +11.6% | 106,173 | +3.3% | 0.08% | +2.7% |
Q1 2023 | $4,919,932 | +3.2% | 102,820 | -3.4% | 0.07% | -3.9% |
Q4 2022 | $4,768,058 | -25.9% | 106,407 | -30.6% | 0.08% | -31.5% |
Q3 2022 | $6,437,411 | -2.1% | 153,304 | +3.0% | 0.11% | -9.8% |
Q2 2022 | $6,576,000 | -20.7% | 148,838 | -4.1% | 0.12% | -10.9% |
Q1 2022 | $8,291,000 | – | 155,277 | – | 0.14% | – |
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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% |