SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,752,000 | -38.4% | 143,772 | -30.5% | 1.62% | -16.2% |
| Q3 2018 | $10,966,000 | +14.6% | 206,934 | +6.6% | 1.94% | -4.3% |
| Q2 2018 | $9,570,000 | +10.6% | 194,096 | +10.0% | 2.02% | +12.5% |
| Q1 2018 | $8,649,000 | +9.6% | 176,406 | +14.3% | 1.80% | -15.7% |
| Q4 2017 | $7,895,000 | +22.4% | 154,313 | +12.0% | 2.13% | +8.5% |
| Q3 2017 | $6,452,000 | +7.1% | 137,819 | +3.2% | 1.97% | +3.9% |
| Q2 2017 | $6,025,000 | +36.8% | 133,580 | +35.2% | 1.89% | +34.1% |
| Q1 2017 | $4,405,000 | +32.2% | 98,811 | +29.2% | 1.41% | +12.7% |
| Q4 2016 | $3,333,000 | +6.8% | 76,492 | +3.6% | 1.25% | -1.0% |
| Q3 2016 | $3,122,000 | – | 73,817 | – | 1.27% | – |
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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% |