SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,313 | -2.6% | 4,513 | +0.0% | 0.16% | -1.3% |
| Q2 2023 | $327,698 | -0.5% | 4,512 | +0.2% | 0.16% | -9.7% |
| Q1 2023 | $329,394 | -8.0% | 4,502 | -5.0% | 0.18% | +29.4% |
| Q4 2022 | $357,895 | +13.7% | 4,738 | 0.0% | 0.14% | +6.2% |
| Q3 2022 | $314,732 | -7.3% | 4,738 | 0.0% | 0.13% | -5.2% |
| Q2 2022 | $339,366 | -9.2% | 4,738 | 0.0% | 0.14% | +4.7% |
| Q1 2022 | $373,760 | -4.9% | 4,738 | -2.6% | 0.13% | -1.5% |
| Q4 2021 | $392,972 | +14.2% | 4,862 | +4.9% | 0.13% | +3.1% |
| Q3 2021 | $344,001 | -1.8% | 4,634 | 0.0% | 0.13% | -0.8% |
| Q2 2021 | $350,389 | +3.7% | 4,634 | +0.0% | 0.13% | -3.8% |
| Q1 2021 | $337,873 | +13.7% | 4,633 | 0.0% | 0.13% | +5.6% |
| Q4 2020 | $297,187 | +16.0% | 4,633 | 0.0% | 0.13% | +1.6% |
| Q3 2020 | $256,222 | +6.9% | 4,633 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $239,769 | +15.3% | 4,633 | +0.2% | 0.12% | -4.6% |
| Q1 2020 | $207,943 | -22.3% | 4,623 | 0.0% | 0.13% | -4.4% |
| Q4 2019 | $267,764 | +5.7% | 4,623 | 0.0% | 0.14% | -2.8% |
| Q3 2019 | $253,248 | +3.2% | 4,623 | 0.0% | 0.14% | 0.0% |
| Q2 2019 | $245,343 | +1.5% | 4,623 | 0.0% | 0.14% | 0.0% |
| Q1 2019 | $241,690 | +11.3% | 4,623 | 0.0% | 0.14% | +0.7% |
| Q4 2018 | $217,142 | -11.4% | 4,623 | 0.0% | 0.14% | -13.0% |
| Q3 2018 | $245,019 | +7.5% | 4,623 | 0.0% | 0.16% | +1.3% |
| Q2 2018 | $227,868 | +2.4% | 4,623 | +1.8% | 0.16% | 0.0% |
| Q1 2018 | $222,596 | -4.2% | 4,540 | 0.0% | 0.16% | -6.5% |
| Q4 2017 | $232,312 | +9.3% | 4,540 | 0.0% | 0.17% | +4.9% |
| Q3 2017 | $212,472 | +3.8% | 4,540 | 0.0% | 0.16% | 0.0% |
| Q2 2017 | $204,754 | +1.3% | 4,540 | +0.2% | 0.16% | -4.1% |
| Q1 2017 | $202,081 | +2.3% | 4,533 | 0.0% | 0.17% | -4.5% |
| Q4 2016 | $197,503 | +3.7% | 4,533 | +0.7% | 0.18% | +1.7% |
| Q3 2016 | $190,480 | +2.1% | 4,502 | 0.0% | 0.17% | -1.1% |
| Q2 2016 | $186,563 | +3.4% | 4,502 | 0.0% | 0.18% | +2.9% |
| Q1 2016 | $180,485 | – | 4,502 | – | 0.17% | – |
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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% |