SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,680,000 | +78.7% | 30,664 | +73.3% | 3.71% | +74.3% |
| Q2 2019 | $940,000 | -1.7% | 17,698 | -3.2% | 2.13% | +7.3% |
| Q1 2019 | $956,000 | +16.0% | 18,274 | +4.1% | 1.98% | +3.1% |
| Q4 2018 | $824,000 | +78.7% | 17,550 | +95.0% | 1.92% | +94.9% |
| Q4 2017 | $461,000 | -74.7% | 9,002 | -76.9% | 0.99% | -54.4% |
| Q3 2017 | $1,824,000 | +1.3% | 38,964 | -2.4% | 2.16% | -0.1% |
| Q2 2017 | $1,800,000 | +13.5% | 39,906 | +12.2% | 2.17% | -9.1% |
| Q1 2017 | $1,586,000 | +126.2% | 35,580 | +121.3% | 2.38% | -33.9% |
| Q4 2016 | $701,000 | +23.2% | 16,080 | +19.5% | 3.61% | +13.5% |
| Q3 2016 | $569,000 | – | 13,457 | – | 3.18% | – |
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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% |