SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,958 | +0.8% | 6,073 | +3.7% | 0.08% | +1.3% |
| Q2 2023 | $425,373 | -0.0% | 5,858 | +0.7% | 0.08% | -8.4% |
| Q1 2023 | $425,481 | +8.3% | 5,816 | +11.8% | 0.08% | 0.0% |
| Q4 2022 | $392,978 | +62.4% | 5,202 | +43.0% | 0.08% | +43.1% |
| Q3 2022 | $242,000 | -43.1% | 3,637 | -38.8% | 0.06% | -42.6% |
| Q2 2022 | $425,000 | +14.2% | 5,947 | +26.4% | 0.10% | +34.7% |
| Q1 2022 | $372,000 | +6.6% | 4,706 | +9.3% | 0.08% | +7.1% |
| Q4 2021 | $349,000 | +9.4% | 4,304 | +0.0% | 0.07% | -29.3% |
| Q3 2021 | $319,000 | -1.8% | 4,303 | 0.0% | 0.10% | +3.1% |
| Q2 2021 | $325,000 | +16.5% | 4,303 | -1.1% | 0.10% | -12.7% |
| Q4 2020 | $279,000 | +15.8% | 4,352 | 0.0% | 0.11% | -12.7% |
| Q3 2020 | $241,000 | +6.6% | 4,352 | +0.0% | 0.13% | -20.3% |
| Q2 2020 | $226,000 | -10.3% | 4,351 | +0.0% | 0.16% | -25.1% |
| Q4 2019 | $252,000 | – | 4,350 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 183,828 | $13,994,791 | 3.68% |
| JUNCTURE WEALTH STRATEGIES, LLC | 96,138 | $7,318,986 | 3.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 116,195 | $8,846 | 3.23% |
| Curbstone Financial Management Corp | 109,402 | $8,328,774 | 1.89% |
| CHANNEL WEALTH LLC | 51,864 | $3,948,420 | 1.86% |
| High Net Worth Advisory Group LLC | 60,890 | $4,635,890 | 1.72% |
| RVW Wealth, LLC | 203,168 | $15,467,208 | 1.70% |
| Agate Pass Investment Management, LLC | 33,226 | $2,529,488 | 1.47% |
| Capital Market Strategies LLC | 21,141 | $1,609,464 | 1.40% |
| Arden Trust Co | 90,983 | $6,926,538 | 1.02% |