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 2023 | $84,710,476 | +6.0% | 1,197,152 | +8.7% | 1.55% | +9.9% |
| Q2 2023 | $79,945,760 | +11.0% | 1,100,878 | +11.8% | 1.41% | +5.5% |
| Q1 2023 | $72,052,358 | +165.0% | 984,860 | +173.6% | 1.34% | +152.6% |
| Q4 2022 | $27,189,112 | +17.6% | 359,930 | +3.4% | 0.53% | +5.8% |
| Q3 2022 | $23,122,000 | +1.1% | 348,075 | +9.0% | 0.50% | +3.7% |
| Q2 2022 | $22,880,000 | +16.0% | 319,417 | +27.7% | 0.48% | +36.2% |
| Q1 2022 | $19,731,000 | +41.3% | 250,112 | +44.8% | 0.35% | +53.9% |
| Q4 2021 | $13,964,000 | +19.3% | 172,759 | +9.6% | 0.23% | +10.6% |
| Q3 2021 | $11,704,000 | +18.0% | 157,648 | +20.2% | 0.21% | +8.3% |
| Q2 2021 | $9,919,000 | +22.1% | 131,180 | +17.7% | 0.19% | +16.4% |
| Q1 2021 | $8,125,000 | +171.3% | 111,423 | +138.6% | 0.16% | +166.1% |
| Q4 2020 | $2,995,000 | +1273.9% | 46,689 | +1084.7% | 0.06% | +1140.0% |
| Q3 2020 | $218,000 | – | 3,941 | – | 0.01% | – |
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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% |