SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $2,931,000,000 | +23.2% | 73,131 | +18.5% | 0.01% | +10.0% |
| Q4 2015 | $2,379,000,000 | +200321.2% | 61,696 | +86.9% | 0.01% | +100.0% |
| Q3 2015 | $1,187,000 | -99.9% | 33,011 | -14.6% | 0.01% | -16.7% |
| Q2 2015 | $1,479,353,000 | -17.4% | 38,636 | -14.9% | 0.01% | -14.3% |
| Q1 2015 | $1,790,002,000 | -9.4% | 45,420 | -8.4% | 0.01% | -22.2% |
| Q4 2014 | $1,976,164,000 | +8.7% | 49,590 | +5.2% | 0.01% | +12.5% |
| Q3 2014 | $1,817,613,000 | +12.0% | 47,138 | +11.1% | 0.01% | +14.3% |
| Q2 2014 | $1,623,348,000 | +5.3% | 42,418 | +1.3% | 0.01% | 0.0% |
| Q1 2014 | $1,542,363,000 | +13.5% | 41,856 | +12.9% | 0.01% | 0.0% |
| Q4 2013 | $1,358,603,000 | +147.8% | 37,060 | +127.5% | 0.01% | +133.3% |
| Q3 2013 | $548,264,000 | +18.5% | 16,293 | +15.1% | 0.00% | 0.0% |
| Q2 2013 | $462,706,000 | – | 14,150 | – | 0.00% | – |
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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% |