SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,085,063 | -3.8% | 15,334 | -1.3% | 0.37% | -9.8% |
| Q2 2023 | $1,127,746 | -3.3% | 15,529 | -2.6% | 0.41% | -7.5% |
| Q1 2023 | $1,166,493 | +15.4% | 15,944 | +19.1% | 0.44% | +11.4% |
| Q4 2022 | $1,011,178 | +18.5% | 13,386 | +4.2% | 0.40% | +3.7% |
| Q3 2022 | $853,000 | -7.8% | 12,848 | -0.5% | 0.38% | -2.1% |
| Q2 2022 | $925,000 | -18.4% | 12,915 | -10.1% | 0.39% | -19.6% |
| Q1 2022 | $1,133,000 | -19.7% | 14,360 | -17.8% | 0.48% | -22.3% |
| Q4 2021 | $1,411,000 | +16.1% | 17,460 | +6.7% | 0.62% | +9.7% |
| Q3 2021 | $1,215,000 | +5.1% | 16,371 | +7.1% | 0.57% | +7.4% |
| Q2 2021 | $1,156,000 | -23.5% | 15,286 | -26.3% | 0.53% | -27.0% |
| Q1 2021 | $1,512,000 | -8.0% | 20,741 | -19.1% | 0.73% | -11.8% |
| Q4 2020 | $1,644,000 | +15.1% | 25,626 | -0.8% | 0.82% | +10.0% |
| Q3 2020 | $1,428,000 | +17.5% | 25,831 | +10.1% | 0.75% | +11.8% |
| Q2 2020 | $1,215,000 | +13.7% | 23,471 | -1.2% | 0.67% | +2.5% |
| Q1 2020 | $1,069,000 | -28.0% | 23,756 | -7.3% | 0.65% | +0.8% |
| Q4 2019 | $1,484,000 | +5.9% | 25,626 | +0.2% | 0.65% | +2.7% |
| Q3 2019 | $1,401,000 | -0.4% | 25,570 | -3.5% | 0.63% | +0.6% |
| Q2 2019 | $1,406,000 | -1.7% | 26,495 | -3.1% | 0.63% | -3.1% |
| Q1 2019 | $1,430,000 | +5.7% | 27,355 | -5.1% | 0.65% | -5.5% |
| Q4 2018 | $1,353,000 | -9.5% | 28,815 | +2.1% | 0.68% | +6.4% |
| Q3 2018 | $1,495,000 | +141.9% | 28,215 | +125.0% | 0.64% | +119.8% |
| Q2 2018 | $618,000 | – | 12,540 | – | 0.29% | – |
Download | ||||||
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% |