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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $369,000 | -22.3% | 8,193 | 0.0% | 0.14% | +9.8% |
| Q4 2019 | $475,000 | +5.8% | 8,193 | 0.0% | 0.12% | -19.6% |
| Q3 2019 | $449,000 | -12.5% | 8,193 | -15.2% | 0.15% | +0.7% |
| Q2 2019 | $513,000 | +1.6% | 9,659 | 0.0% | 0.15% | -13.6% |
| Q1 2019 | $505,000 | +11.2% | 9,659 | 0.0% | 0.18% | -1.7% |
| Q4 2018 | $454,000 | -11.3% | 9,659 | 0.0% | 0.18% | -8.2% |
| Q3 2018 | $512,000 | +7.6% | 9,659 | 0.0% | 0.20% | +1.6% |
| Q2 2018 | $476,000 | +0.4% | 9,659 | 0.0% | 0.19% | +11.6% |
| Q1 2018 | $474,000 | -4.4% | 9,659 | 0.0% | 0.17% | +8.9% |
| Q4 2017 | $496,000 | – | 9,659 | – | 0.16% | – |
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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% |