SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100,739 | -3.4% | 2,021 | +0.1% | 0.05% | -2.0% |
Q2 2023 | $104,319 | +8.2% | 2,018 | +0.1% | 0.05% | 0.0% |
Q1 2023 | $96,409 | -12.1% | 2,015 | -17.7% | 0.05% | +21.4% |
Q4 2022 | $109,667 | +5.5% | 2,447 | -1.1% | 0.04% | 0.0% |
Q3 2022 | $103,912 | -4.8% | 2,475 | +0.2% | 0.04% | -2.3% |
Q2 2022 | $109,199 | -17.1% | 2,471 | +0.1% | 0.04% | -4.4% |
Q1 2022 | $131,762 | -5.5% | 2,468 | +100.0% | 0.04% | -2.2% |
Q4 2021 | $139,417 | -7.0% | 1,234 | -14.5% | 0.05% | -16.4% |
Q3 2021 | $149,833 | +128.5% | 1,443 | +129.4% | 0.06% | +129.2% |
Q2 2021 | $65,586 | +7.8% | 629 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $60,831 | +6.3% | 629 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $57,233 | +14.3% | 629 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $50,094 | +8.4% | 629 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $46,213 | +21.6% | 629 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $38,010 | +104.3% | 629 | +159.9% | 0.02% | +140.0% |
Q4 2019 | $18,605 | +8.3% | 242 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $17,187 | -19.8% | 242 | -20.4% | 0.01% | -16.7% |
Q2 2019 | $21,441 | +3.6% | 304 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $20,687 | +41.5% | 304 | +24.6% | 0.01% | +33.3% |
Q4 2018 | $14,623 | -14.9% | 244 | 0.0% | 0.01% | -18.2% |
Q3 2018 | $17,175 | +6.7% | 244 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $16,102 | +38.7% | 244 | +34.1% | 0.01% | +37.5% |
Q1 2018 | $11,610 | +6.5% | 182 | +7.7% | 0.01% | 0.0% |
Q4 2017 | $10,904 | +5.3% | 169 | -0.6% | 0.01% | 0.0% |
Q3 2017 | $10,355 | +12.1% | 170 | +7.6% | 0.01% | +14.3% |
Q2 2017 | $9,237 | +7.9% | 158 | +5.3% | 0.01% | 0.0% |
Q1 2017 | $8,559 | +12.8% | 150 | +7.1% | 0.01% | 0.0% |
Q4 2016 | $7,585 | +3.5% | 140 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $7,325 | +4.0% | 140 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $7,042 | +2.1% | 140 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $6,899 | – | 140 | – | 0.01% | – |
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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% |