SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $648,000 | +5.2% | 12,231 | -2.2% | 0.14% | -9.3% |
| Q2 2018 | $616,000 | +1.8% | 12,505 | +1.3% | 0.15% | -2.6% |
| Q1 2018 | $605,000 | +13.5% | 12,347 | +18.6% | 0.15% | +25.2% |
| Q4 2017 | $533,000 | +7.9% | 10,414 | -1.3% | 0.12% | -3.1% |
| Q3 2017 | $494,000 | +11.3% | 10,546 | +7.2% | 0.13% | -0.8% |
| Q2 2017 | $444,000 | +13.8% | 9,836 | +12.4% | 0.13% | 0.0% |
| Q1 2017 | $390,000 | +32.7% | 8,750 | +28.1% | 0.13% | +7.6% |
| Q4 2016 | $294,000 | +22.5% | 6,829 | +20.3% | 0.12% | +11.2% |
| Q3 2016 | $240,000 | +2.6% | 5,675 | +0.6% | 0.11% | +8.1% |
| Q2 2016 | $234,000 | +6.4% | 5,643 | +2.7% | 0.10% | +2.1% |
| Q1 2016 | $220,000 | +12.8% | 5,495 | +8.4% | 0.10% | -1.0% |
| Q4 2015 | $195,000 | +18.9% | 5,070 | +11.2% | 0.10% | +5.4% |
| Q3 2015 | $164,000 | +6.5% | 4,560 | +13.2% | 0.09% | +9.4% |
| Q2 2015 | $154,000 | -43.0% | 4,030 | -41.1% | 0.08% | +10.4% |
| Q1 2015 | $270,000 | +101.5% | 6,840 | +103.1% | 0.08% | +1.3% |
| Q4 2014 | $134,000 | +71.8% | 3,368 | +66.5% | 0.08% | +61.7% |
| Q3 2014 | $78,000 | +1.3% | 2,023 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $77,000 | +175.0% | 2,023 | +165.8% | 0.05% | +161.1% |
| Q1 2014 | $28,000 | 0.0% | 761 | 0.0% | 0.02% | -5.3% |
| Q4 2013 | $28,000 | – | 761 | – | 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% |