SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,394,370 | -3.0% | 161,028 | -0.5% | 5.03% | +1.0% |
| Q2 2023 | $11,747,364 | +0.6% | 161,765 | +1.4% | 4.98% | +22.3% |
| Q1 2023 | $11,675,722 | -0.4% | 159,592 | +2.8% | 4.07% | -0.5% |
| Q4 2022 | $11,725,324 | +19.0% | 155,220 | +4.7% | 4.09% | -1.5% |
| Q3 2022 | $9,850,000 | +4277.8% | 148,277 | +5100.9% | 4.16% | +4731.4% |
| Q1 2022 | $225,000 | -88.2% | 2,851 | -88.0% | 0.09% | -87.0% |
| Q4 2021 | $1,914,000 | +8.1% | 23,684 | -0.7% | 0.66% | +3.6% |
| Q3 2021 | $1,770,000 | +3.0% | 23,841 | +4.9% | 0.64% | +3.4% |
| Q2 2021 | $1,719,000 | +7.8% | 22,727 | +3.9% | 0.62% | -4.2% |
| Q1 2021 | $1,595,000 | +15.2% | 21,873 | +1.4% | 0.65% | +8.4% |
| Q4 2020 | $1,384,000 | +8.5% | 21,579 | -6.4% | 0.60% | -1.5% |
| Q3 2020 | $1,275,000 | +1.7% | 23,064 | -4.8% | 0.61% | -4.9% |
| Q2 2020 | $1,254,000 | -26.1% | 24,230 | -35.7% | 0.64% | -36.7% |
| Q1 2020 | $1,696,000 | -25.6% | 37,711 | -4.1% | 1.01% | +0.1% |
| Q4 2019 | $2,279,000 | +6.9% | 39,341 | +1.1% | 1.01% | +8.4% |
| Q3 2019 | $2,131,000 | +1.9% | 38,906 | -1.3% | 0.93% | -1.4% |
| Q2 2019 | $2,092,000 | +1.4% | 39,410 | -0.1% | 0.94% | -0.2% |
| Q1 2019 | $2,063,000 | +17.2% | 39,460 | +5.3% | 0.94% | -10.7% |
| Q4 2018 | $1,760,000 | -17.5% | 37,470 | -6.9% | 1.06% | -12.9% |
| Q3 2018 | $2,133,000 | +7.8% | 40,253 | +0.2% | 1.21% | +21.1% |
| Q2 2018 | $1,979,000 | +0.1% | 40,157 | -0.4% | 1.00% | -4.3% |
| Q1 2018 | $1,977,000 | -5.5% | 40,329 | -1.3% | 1.05% | -2.1% |
| Q4 2017 | $2,091,000 | +17.1% | 40,860 | +7.1% | 1.07% | +10.0% |
| Q3 2017 | $1,786,000 | -2.3% | 38,158 | -5.9% | 0.97% | -9.6% |
| Q2 2017 | $1,828,000 | +0.5% | 40,540 | -0.6% | 1.08% | -7.3% |
| Q1 2017 | $1,819,000 | +3.1% | 40,801 | +0.8% | 1.16% | -9.4% |
| Q4 2016 | $1,764,000 | +0.7% | 40,482 | -2.2% | 1.28% | -17.9% |
| Q3 2016 | $1,752,000 | +1.3% | 41,400 | -0.8% | 1.56% | +17.9% |
| Q2 2016 | $1,729,000 | +4.7% | 41,715 | +1.3% | 1.32% | +16.7% |
| Q1 2016 | $1,651,000 | +51.1% | 41,186 | +45.3% | 1.13% | +45.9% |
| Q4 2015 | $1,093,000 | – | 28,343 | – | 0.78% | – |
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% |