SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355 | -6.8% | 5,022 | -4.2% | 0.19% | -7.8% |
| Q2 2023 | $381 | -0.5% | 5,240 | +0.2% | 0.20% | -6.8% |
| Q1 2023 | $383 | -2.8% | 5,228 | +0.2% | 0.22% | -4.4% |
| Q4 2022 | $394 | -99.9% | 5,218 | +8.2% | 0.23% | +17.4% |
| Q3 2022 | $322,000 | -6.1% | 4,821 | +0.2% | 0.20% | +1.6% |
| Q2 2022 | $343,000 | -15.7% | 4,813 | -6.7% | 0.19% | -2.5% |
| Q1 2022 | $407,000 | +13.1% | 5,157 | +15.7% | 0.20% | +134.5% |
| Q4 2021 | $360,000 | +847.4% | 4,457 | +420.1% | 0.08% | +189.7% |
| Q1 2017 | $38,000 | +2.7% | 857 | +0.4% | 0.03% | -3.3% |
| Q4 2016 | $37,000 | – | 854 | – | 0.03% | – |
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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% |