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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $64,000 | -19.0% | 1,060 | +3.4% | 0.01% | -14.3% |
| Q4 2019 | $79,000 | +8.2% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $73,000 | +1.4% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $70,000 | +14.8% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $61,000 | -28.2% | 1,025 | -14.9% | 0.01% | -12.5% |
| Q3 2018 | $85,000 | +240.0% | 1,204 | +221.1% | 0.01% | +166.7% |
| Q2 2018 | $25,000 | -26.5% | 375 | -30.6% | 0.00% | -25.0% |
| Q1 2018 | $34,000 | -2.9% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | +6.1% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $33,000 | +153.8% | 540 | +137.9% | 0.00% | +100.0% |
| Q2 2017 | $13,000 | +1200.0% | 227 | +808.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 25 | – | 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% |