SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $316 | -99.9% | 7,049 | +0.1% | 0.17% | -6.7% |
| Q3 2022 | $296,000 | -4.8% | 7,041 | +0.1% | 0.18% | -6.8% |
| Q2 2022 | $311,000 | -17.1% | 7,033 | +0.1% | 0.19% | -3.5% |
| Q1 2022 | $375,000 | -5.5% | 7,026 | +100.1% | 0.20% | 0.0% |
| Q4 2021 | $397,000 | +9.1% | 3,511 | +0.1% | 0.20% | +3.1% |
| Q3 2021 | $364,000 | -0.5% | 3,507 | 0.0% | 0.19% | -3.0% |
| Q2 2021 | $366,000 | +8.0% | 3,507 | 0.0% | 0.20% | +4.2% |
| Q1 2021 | $339,000 | -6.6% | 3,507 | -12.1% | 0.19% | -11.2% |
| Q4 2020 | $363,000 | +14.2% | 3,992 | 0.0% | 0.22% | -3.2% |
| Q3 2020 | $318,000 | +7.4% | 3,992 | -1.0% | 0.22% | +2.3% |
| Q2 2020 | $296,000 | -7.2% | 4,034 | -23.6% | 0.22% | -24.1% |
| Q1 2020 | $319,000 | -16.5% | 5,283 | +6.4% | 0.29% | +4.4% |
| Q4 2019 | $382,000 | -1.8% | 4,967 | -9.3% | 0.27% | -1.8% |
| Q3 2019 | $389,000 | +0.8% | 5,475 | +0.0% | 0.28% | -2.8% |
| Q2 2019 | $386,000 | +13.2% | 5,474 | +9.4% | 0.29% | +11.2% |
| Q1 2019 | $341,000 | +13.7% | 5,005 | +0.0% | 0.26% | +2.4% |
| Q4 2018 | $300,000 | -14.8% | 5,004 | +0.0% | 0.25% | -20.8% |
| Q3 2018 | $352,000 | +6.7% | 5,002 | +0.0% | 0.32% | +5.6% |
| Q2 2018 | $330,000 | +3.4% | 5,001 | +0.0% | 0.30% | -0.3% |
| Q1 2018 | $319,000 | -1.2% | 5,000 | 0.0% | 0.30% | -2.3% |
| Q4 2017 | $323,000 | – | 5,000 | – | 0.31% | – |
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% |