SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $724,580 | +6.9% | 9,592 | -6.0% | 0.03% | -3.7% |
| Q3 2022 | $678,000 | +191.0% | 10,203 | +213.6% | 0.03% | +200.0% |
| Q2 2022 | $233,000 | -98.4% | 3,253 | -99.0% | 0.01% | -98.8% |
| Q4 2018 | $14,943,000 | +4540.7% | 318,142 | +4202.1% | 0.75% | +5700.0% |
| Q4 2016 | $322,000 | -44.5% | 7,395 | -50.8% | 0.01% | -51.9% |
| Q4 2015 | $580,000 | – | 15,030 | – | 0.03% | – |
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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% |