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 | $332,289 | +315.4% | 4,696 | +213.1% | 0.04% | +63.0% |
| Q2 2019 | $80,000 | +2.6% | 1,500 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $78,000 | +11.4% | 1,500 | 0.0% | 0.03% | -9.7% |
| Q4 2018 | $70,000 | -12.5% | 1,500 | 0.0% | 0.03% | +19.2% |
| Q3 2018 | $80,000 | +8.1% | 1,500 | 0.0% | 0.03% | -13.3% |
| Q2 2018 | $74,000 | 0.0% | 1,500 | 0.0% | 0.03% | +36.4% |
| Q1 2018 | $74,000 | -19.6% | 1,500 | -16.4% | 0.02% | -26.7% |
| Q4 2017 | $92,000 | -62.3% | 1,795 | -65.6% | 0.03% | -69.7% |
| Q3 2017 | $244,000 | -70.4% | 5,212 | -71.0% | 0.10% | -71.1% |
| Q2 2017 | $823,000 | -42.4% | 17,947 | -43.6% | 0.34% | -45.3% |
| Q1 2017 | $1,430,000 | -58.0% | 31,812 | -59.3% | 0.62% | -56.7% |
| Q4 2016 | $3,401,000 | +6.3% | 78,067 | +3.2% | 1.44% | -21.9% |
| Q3 2016 | $3,200,000 | -4.3% | 75,637 | -3.7% | 1.85% | -11.9% |
| Q2 2016 | $3,344,000 | +1353.9% | 78,582 | +1272.1% | 2.10% | +992.2% |
| Q1 2016 | $230,000 | +113.0% | 5,727 | +105.1% | 0.19% | +81.1% |
| Q4 2015 | $108,000 | – | 2,792 | – | 0.11% | – |
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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% |