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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,704,000 | -62.9% | 135,472 | -59.1% | 1.89% | -55.9% |
| Q1 2022 | $26,143,000 | -5.8% | 331,389 | -3.4% | 4.29% | +0.8% |
| Q4 2021 | $27,741,000 | +8.6% | 343,203 | -0.2% | 4.26% | +28.7% |
| Q3 2021 | $25,539,000 | -2.2% | 344,005 | -0.4% | 3.31% | -20.8% |
| Q2 2021 | $26,116,000 | +1.4% | 345,358 | -2.2% | 4.18% | -9.1% |
| Q1 2021 | $25,754,000 | +8.9% | 353,192 | -4.2% | 4.59% | +2.3% |
| Q4 2020 | $23,640,000 | +13.9% | 368,572 | -1.8% | 4.49% | +4.7% |
| Q3 2020 | $20,749,000 | +15.4% | 375,215 | +8.0% | 4.29% | +10.6% |
| Q2 2020 | $17,987,000 | +22.0% | 347,561 | +6.0% | 3.88% | +4.3% |
| Q1 2020 | $14,747,000 | -22.3% | 327,851 | +0.1% | 3.72% | -10.0% |
| Q4 2019 | $18,976,000 | +38.0% | 327,614 | +30.5% | 4.13% | +32.1% |
| Q3 2019 | $13,750,000 | +1.6% | 251,014 | -1.6% | 3.13% | +6.4% |
| Q2 2019 | $13,540,000 | -4.3% | 255,130 | -5.7% | 2.94% | -4.7% |
| Q1 2019 | $14,143,000 | – | 270,541 | – | 3.09% | – |
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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% |