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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,790,024 | -34.0% | 138,355 | -32.2% | 4.90% | -32.0% |
| Q2 2023 | $14,822,246 | +0.8% | 204,107 | +1.6% | 7.21% | -6.3% |
| Q1 2023 | $14,697,988 | +38.1% | 200,902 | +42.6% | 7.70% | +6.2% |
| Q4 2022 | $10,640,708 | +13.6% | 140,862 | -0.1% | 7.25% | +10.8% |
| Q3 2022 | $9,369,000 | -4.9% | 141,030 | +2.5% | 6.55% | -3.6% |
| Q2 2022 | $9,852,000 | -8.1% | 137,539 | +1.2% | 6.79% | +6.4% |
| Q1 2022 | $10,717,000 | +234.9% | 135,845 | +243.1% | 6.38% | +243.8% |
| Q4 2021 | $3,200,000 | +12.4% | 39,593 | +3.2% | 1.86% | +5.6% |
| Q3 2021 | $2,848,000 | +3.4% | 38,363 | +5.3% | 1.76% | -2.0% |
| Q2 2021 | $2,754,000 | +6.1% | 36,425 | +2.4% | 1.79% | -0.4% |
| Q1 2021 | $2,595,000 | +16.4% | 35,583 | +2.3% | 1.80% | +6.2% |
| Q4 2020 | $2,230,000 | +18.7% | 34,773 | +2.4% | 1.69% | +11.2% |
| Q3 2020 | $1,878,000 | +19.4% | 33,964 | +11.7% | 1.52% | +15.6% |
| Q2 2020 | $1,573,000 | +16.7% | 30,402 | +1.4% | 1.32% | +6.9% |
| Q1 2020 | $1,348,000 | – | 29,973 | – | 1.23% | – |
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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% |