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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,832,451 | +6.4% | 40,029 | +9.2% | 0.14% | +6.0% |
| Q2 2023 | $2,662,013 | +3.9% | 36,657 | +4.7% | 0.13% | -2.9% |
| Q1 2023 | $2,562,373 | -43.9% | 35,024 | -42.1% | 0.14% | -49.5% |
| Q4 2022 | $4,566,081 | +32.7% | 60,446 | +16.7% | 0.27% | +26.4% |
| Q3 2022 | $3,440,000 | +244.3% | 51,781 | +271.4% | 0.22% | +227.3% |
| Q2 2022 | $999,000 | -9.0% | 13,941 | +0.2% | 0.07% | +17.9% |
| Q1 2022 | $1,098,000 | -2.3% | 13,912 | +0.1% | 0.06% | 0.0% |
| Q4 2021 | $1,124,000 | +9.0% | 13,900 | 0.0% | 0.06% | -5.1% |
| Q3 2021 | $1,031,000 | -64.6% | 13,900 | -63.9% | 0.06% | -64.2% |
| Q2 2021 | $2,911,000 | +2.8% | 38,502 | -0.9% | 0.16% | -5.2% |
| Q1 2021 | $2,833,000 | +19.3% | 38,858 | +4.9% | 0.17% | +7.4% |
| Q4 2020 | $2,375,000 | +15.9% | 37,035 | -0.1% | 0.16% | +2.5% |
| Q3 2020 | $2,050,000 | +4.4% | 37,086 | -2.2% | 0.16% | -2.5% |
| Q2 2020 | $1,963,000 | +299.8% | 37,939 | +247.1% | 0.16% | +174.6% |
| Q1 2020 | $491,000 | -80.6% | 10,930 | -74.9% | 0.06% | -67.8% |
| Q4 2019 | $2,525,000 | – | 43,600 | – | 0.18% | – |
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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% |