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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $226 | -70.8% | 2,968 | -72.9% | 0.09% | -71.8% |
| Q3 2023 | $775 | -8.2% | 10,947 | -5.8% | 0.33% | -5.0% |
| Q2 2023 | $844 | -11.4% | 11,623 | -10.8% | 0.34% | -13.4% |
| Q1 2023 | $953 | -5.5% | 13,027 | -2.4% | 0.40% | -4.8% |
| Q4 2022 | $1,008 | -99.9% | 13,348 | +6.7% | 0.42% | +8.1% |
| Q3 2022 | $831,000 | +27.8% | 12,510 | +37.8% | 0.38% | +25.0% |
| Q2 2022 | $650,000 | -6.9% | 9,079 | +2.6% | 0.31% | -3.4% |
| Q1 2022 | $698,000 | -0.3% | 8,845 | +2.1% | 0.32% | -3.3% |
| Q4 2021 | $700,000 | +10.2% | 8,666 | +1.3% | 0.33% | +2.8% |
| Q3 2021 | $635,000 | -1.9% | 8,559 | 0.0% | 0.32% | -2.1% |
| Q2 2021 | $647,000 | +5.4% | 8,559 | +1.7% | 0.33% | +0.6% |
| Q1 2021 | $614,000 | +8.9% | 8,419 | -4.3% | 0.33% | -1.2% |
| Q4 2020 | $564,000 | +4.4% | 8,795 | -10.0% | 0.33% | -8.6% |
| Q3 2020 | $540,000 | -8.9% | 9,770 | -14.8% | 0.36% | -13.4% |
| Q2 2020 | $593,000 | +11.7% | 11,465 | -2.9% | 0.42% | +3.0% |
| Q1 2020 | $531,000 | -22.4% | 11,805 | -0.1% | 0.40% | +0.2% |
| Q4 2019 | $684,000 | +18.5% | 11,811 | +12.2% | 0.40% | +4.1% |
| Q3 2019 | $577,000 | -10.4% | 10,526 | -13.3% | 0.39% | -14.9% |
| Q2 2019 | $644,000 | -9.3% | 12,141 | -10.6% | 0.46% | -16.8% |
| Q1 2019 | $710,000 | -10.4% | 13,582 | -19.4% | 0.55% | -25.0% |
| Q4 2018 | $792,000 | +17.9% | 16,860 | +33.0% | 0.73% | +21.4% |
| Q3 2018 | $672,000 | +27.0% | 12,675 | +18.0% | 0.60% | +11.5% |
| Q2 2018 | $529,000 | +1.5% | 10,739 | +1.1% | 0.54% | +4.0% |
| Q1 2018 | $521,000 | +5.9% | 10,626 | +10.6% | 0.52% | +1.6% |
| Q4 2017 | $492,000 | – | 9,610 | – | 0.51% | – |
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% |