SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,265 | -3.6% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $253,330 | +8.0% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,465 | +106475.0% | 4,900 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $220 | -99.9% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | -47.4% | 4,900 | -44.8% | 0.00% | -50.0% |
| Q2 2022 | $392,000 | -17.3% | 8,878 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $474,000 | -5.6% | 8,878 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $502,000 | +97.6% | 4,439 | +81.2% | 0.01% | 0.0% |
| Q3 2021 | $254,000 | -0.4% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +7.6% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | +6.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $223,000 | – | 2,450 | – | 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% |