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 | $382,529 | -11.7% | 5,406 | -9.3% | 0.06% | -7.4% |
Q2 2023 | $433,055 | -4.4% | 5,963 | -3.7% | 0.07% | -10.5% |
Q1 2023 | $452,905 | -11.7% | 6,191 | -8.8% | 0.08% | -17.4% |
Q4 2022 | $513,078 | +6.7% | 6,792 | -6.2% | 0.09% | -2.1% |
Q3 2022 | $481,000 | 0.0% | 7,238 | +7.8% | 0.09% | +2.2% |
Q2 2022 | $481,000 | -13.2% | 6,717 | -4.3% | 0.09% | -1.1% |
Q1 2022 | $554,000 | -3.8% | 7,020 | -1.5% | 0.09% | +6.9% |
Q4 2021 | $576,000 | -14.0% | 7,124 | -21.0% | 0.09% | -25.0% |
Q3 2021 | $670,000 | +16.1% | 9,023 | +13.9% | 0.12% | +7.4% |
Q1 2021 | $577,000 | +20.0% | 7,919 | +5.6% | 0.11% | +11.3% |
Q4 2020 | $481,000 | +14.5% | 7,502 | +1.8% | 0.10% | +4.3% |
Q3 2020 | $420,000 | -2.6% | 7,366 | -2.6% | 0.09% | -3.1% |
Q2 2020 | $431,000 | +12.2% | 7,565 | -2.1% | 0.10% | +6.7% |
Q1 2020 | $384,000 | – | 7,725 | – | 0.09% | – |
Download |
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% |