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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $564,000 | -76.8% | 10,398 | -80.8% | 0.50% | -80.0% |
| Q1 2020 | $2,436,000 | +11.5% | 54,167 | +16.5% | 2.52% | +11.9% |
| Q4 2019 | $2,184,000 | -26.7% | 46,494 | -14.5% | 2.26% | -16.1% |
| Q3 2019 | $2,980,000 | +10.7% | 54,398 | +7.3% | 2.69% | +6.7% |
| Q2 2019 | $2,691,000 | +2.1% | 50,711 | +0.6% | 2.52% | +2.6% |
| Q1 2019 | $2,635,000 | +20.7% | 50,411 | +8.4% | 2.45% | +8.8% |
| Q4 2018 | $2,184,000 | – | 46,494 | – | 2.26% | – |
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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% |