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 | $22,489 | -3.9% | 317,820 | -1.3% | 0.34% | +1.8% |
| Q2 2023 | $23,395 | +4.7% | 322,159 | +5.5% | 0.33% | +0.3% |
| Q1 2023 | $22,341 | -8.2% | 305,378 | -5.3% | 0.33% | -3.5% |
| Q4 2022 | $24,347 | -99.9% | 322,302 | -0.9% | 0.34% | -10.0% |
| Q3 2022 | $21,611,000 | -6.9% | 325,320 | +0.4% | 0.38% | -4.5% |
| Q2 2022 | $23,215,000 | -8.8% | 324,100 | +0.5% | 0.40% | +5.0% |
| Q1 2022 | $25,448,000 | -4.4% | 322,576 | -2.0% | 0.38% | -18.6% |
| Q4 2021 | $26,617,000 | +5.7% | 329,292 | -2.9% | 0.47% | -3.3% |
| Q3 2021 | $25,175,000 | -9.2% | 339,099 | -7.5% | 0.48% | -12.3% |
| Q2 2021 | $27,727,000 | +2.1% | 366,664 | -1.6% | 0.55% | -3.5% |
| Q1 2021 | $27,165,000 | +13.5% | 372,533 | -0.1% | 0.57% | +3.4% |
| Q4 2020 | $23,925,000 | +23.2% | 373,010 | +6.2% | 0.55% | +9.3% |
| Q3 2020 | $19,414,000 | +5.3% | 351,074 | -1.4% | 0.50% | -5.4% |
| Q2 2020 | $18,429,000 | +12.5% | 356,117 | -2.2% | 0.53% | +0.2% |
| Q1 2020 | $16,386,000 | -26.6% | 364,305 | -5.4% | 0.53% | -5.3% |
| Q4 2019 | $22,316,000 | +5.2% | 385,291 | -0.5% | 0.56% | -16.6% |
| Q3 2019 | $21,217,000 | +1.2% | 387,316 | -1.9% | 0.68% | +1.7% |
| Q2 2019 | $20,960,000 | +5519.3% | 394,941 | +5442.3% | 0.66% | +4050.0% |
| Q1 2019 | $373,000 | – | 7,126 | – | 0.02% | – |
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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% |