SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $722,000 | +6.3% | 13,049 | -0.5% | 0.24% | -6.9% |
| Q2 2020 | $679,000 | +14.3% | 13,116 | -0.7% | 0.26% | -8.4% |
| Q1 2020 | $594,000 | -5.1% | 13,210 | +22.2% | 0.28% | +22.8% |
| Q4 2019 | $626,000 | +5.7% | 10,810 | -0.0% | 0.23% | +0.4% |
| Q3 2019 | $592,000 | +3.1% | 10,815 | 0.0% | 0.23% | +2.2% |
| Q2 2019 | $574,000 | +38.3% | 10,815 | +36.1% | 0.23% | +22.2% |
| Q1 2019 | $415,000 | +315.0% | 7,948 | +292.1% | 0.18% | +270.0% |
| Q2 2018 | $100,000 | +1.0% | 2,027 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $99,000 | +67.8% | 2,027 | +31.8% | 0.05% | +36.8% |
| Q4 2015 | $59,000 | +1.7% | 1,538 | -5.7% | 0.04% | -7.3% |
| Q3 2015 | $58,000 | -6.5% | 1,631 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $62,000 | -15.1% | 1,631 | -18.7% | 0.04% | -30.0% |
| Q1 2014 | $73,000 | +19.7% | 2,007 | +19.0% | 0.06% | +9.1% |
| Q4 2013 | $61,000 | – | 1,687 | – | 0.06% | – |
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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% |