SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $262,890 | +5.5% | 5,274 | +9.5% | 0.03% | +6.2% |
Q2 2023 | $249,089 | -15.9% | 4,818 | -22.2% | 0.03% | -22.0% |
Q1 2023 | $296,164 | +6.8% | 6,189 | +0.0% | 0.04% | -6.8% |
Q4 2022 | $277,229 | +3.1% | 6,187 | -3.3% | 0.04% | -10.2% |
Q3 2022 | $269,000 | -4.6% | 6,396 | +0.0% | 0.05% | -3.9% |
Q2 2022 | $282,000 | +6.4% | 6,393 | +28.9% | 0.05% | +8.5% |
Q1 2022 | $265,000 | -5.4% | 4,960 | +100.1% | 0.05% | -13.0% |
Q4 2021 | $280,000 | +8.1% | 2,479 | -0.8% | 0.05% | -10.0% |
Q3 2021 | $259,000 | -0.4% | 2,498 | +0.1% | 0.06% | -4.8% |
Q2 2021 | $260,000 | +7.9% | 2,496 | +0.0% | 0.06% | -10.0% |
Q1 2021 | $241,000 | +6.2% | 2,495 | +0.0% | 0.07% | -10.3% |
Q4 2020 | $227,000 | -47.5% | 2,494 | -65.1% | 0.08% | -71.7% |
Q1 2020 | $432,000 | – | 7,144 | – | 0.28% | – |
Download |
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% |