SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $227 | -85.8% | 3,100 | -85.3% | 0.00% | -100.0% |
| Q4 2022 | $1,594 | -99.9% | 21,100 | -51.8% | 0.00% | -50.0% |
| Q3 2022 | $2,910,000 | +471.7% | 43,800 | +595.2% | 0.00% | +300.0% |
| Q4 2021 | $509,000 | -70.3% | 6,300 | -72.7% | 0.00% | -50.0% |
| Q3 2021 | $1,715,000 | +377.7% | 23,100 | +312.5% | 0.00% | – |
| Q4 2020 | $359,000 | -30.7% | 5,600 | -44.0% | 0.00% | – |
| Q2 2020 | $518,000 | -39.4% | 10,000 | -47.4% | 0.00% | -100.0% |
| Q1 2020 | $855,000 | +95.7% | 19,000 | +104.3% | 0.00% | – |
| Q4 2018 | $437,000 | +19.4% | 9,300 | +34.8% | 0.00% | – |
| Q3 2018 | $366,000 | -52.9% | 6,900 | -56.3% | 0.00% | – |
| Q2 2018 | $777,000 | +151.5% | 15,800 | +150.8% | 0.00% | – |
| Q1 2018 | $309,000 | – | 6,300 | – | 0.00% | – |
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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% |