SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,700,505 | -0.1% | 122,958 | +2.5% | 3.14% | +4.6% |
| Q2 2023 | $8,709,625 | +3.3% | 119,934 | +4.1% | 3.00% | -4.7% |
| Q1 2023 | $8,427,691 | +1.0% | 115,195 | +4.3% | 3.15% | -9.8% |
| Q4 2022 | $8,342,063 | +16.3% | 110,432 | +2.3% | 3.50% | +3.6% |
| Q3 2022 | $7,172,000 | -0.0% | 107,964 | +7.8% | 3.37% | -0.7% |
| Q2 2022 | $7,175,000 | +102.6% | 100,171 | +123.1% | 3.40% | +98.7% |
| Q1 2022 | $3,542,000 | -48.2% | 44,895 | -46.9% | 1.71% | -34.0% |
| Q4 2021 | $6,832,000 | +16.1% | 84,519 | +6.6% | 2.59% | +0.4% |
| Q3 2021 | $5,887,000 | +9.1% | 79,303 | +11.1% | 2.58% | +4.3% |
| Q2 2021 | $5,398,000 | +20.0% | 71,392 | +15.7% | 2.47% | +5.3% |
| Q1 2021 | $4,498,000 | +35.8% | 61,695 | +19.4% | 2.35% | +19.9% |
| Q4 2020 | $3,312,000 | +26.1% | 51,650 | +8.7% | 1.96% | +2.0% |
| Q3 2020 | $2,627,000 | +20.4% | 47,520 | +12.7% | 1.92% | +5.4% |
| Q2 2020 | $2,182,000 | +93.4% | 42,180 | +68.1% | 1.82% | +56.7% |
| Q1 2020 | $1,128,000 | +84.3% | 25,088 | +137.1% | 1.16% | +116.2% |
| Q4 2019 | $612,000 | +6.8% | 10,581 | +1.1% | 0.54% | -14.2% |
| Q3 2019 | $573,000 | +4.0% | 10,464 | +0.7% | 0.63% | +1.1% |
| Q2 2019 | $551,000 | +92.7% | 10,396 | +92.6% | 0.62% | +189.7% |
| Q3 2018 | $286,000 | +52.9% | 5,398 | +41.9% | 0.21% | +28.1% |
| Q2 2018 | $187,000 | +7.5% | 3,803 | +11.5% | 0.17% | +6.4% |
| Q4 2017 | $174,000 | – | 3,410 | – | 0.16% | – |
Download | ||||||
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% |