SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,781,000 | +15.9% | 53,752 | +0.7% | 1.33% | +0.6% |
| Q1 2020 | $2,400,000 | -64.7% | 53,359 | -54.5% | 1.32% | +1.8% |
| Q4 2019 | $6,794,000 | +144.8% | 117,326 | +131.6% | 1.30% | +14.1% |
| Q3 2019 | $2,775,000 | +11.4% | 50,664 | +7.9% | 1.14% | +2.2% |
| Q2 2019 | $2,490,000 | +3.5% | 46,937 | +2.0% | 1.11% | +0.8% |
| Q1 2019 | $2,405,000 | -33.5% | 46,012 | -40.2% | 1.10% | +13.3% |
| Q4 2018 | $3,614,000 | +17.7% | 76,980 | +32.8% | 0.97% | +27.7% |
| Q3 2018 | $3,070,000 | +22.6% | 57,946 | +14.0% | 0.76% | +20.3% |
| Q2 2018 | $2,504,000 | +952.1% | 50,818 | +946.3% | 0.63% | +411.3% |
| Q1 2018 | $238,000 | – | 4,857 | – | 0.12% | – |
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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% |