SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,751 | -3.6% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $395,919 | +8.0% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $366,435 | -17.5% | 7,658 | -22.7% | 0.01% | -12.5% |
| Q4 2022 | $443,977 | +6.7% | 9,908 | 0.0% | 0.01% | -20.0% |
| Q3 2022 | $416,000 | -5.0% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $438,000 | -17.2% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $529,000 | -5.5% | 9,908 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $560,000 | +8.7% | 4,954 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $515,000 | +89.3% | 4,954 | +90.2% | 0.01% | +100.0% |
| Q2 2021 | $272,000 | +7.9% | 2,604 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $252,000 | +995.7% | 2,604 | +925.2% | 0.01% | +500.0% |
| Q4 2020 | $23,000 | -11.5% | 254 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | – | 324 | – | 0.00% | – |
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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% |