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 | $1,035 | -2.5% | 14,625 | 0.0% | 0.35% | -2.7% |
Q2 2023 | $1,062 | -0.7% | 14,625 | 0.0% | 0.36% | -0.3% |
Q1 2023 | $1,070 | -3.2% | 14,625 | 0.0% | 0.36% | -5.4% |
Q4 2022 | $1,105 | -99.9% | 14,625 | 0.0% | 0.39% | -1.8% |
Q3 2022 | $972,000 | -7.3% | 14,625 | 0.0% | 0.39% | +0.5% |
Q2 2022 | $1,048,000 | -9.2% | 14,625 | 0.0% | 0.39% | -3.5% |
Q1 2022 | $1,154,000 | -2.4% | 14,625 | 0.0% | 0.40% | +9.8% |
Q4 2021 | $1,182,000 | +8.8% | 14,625 | 0.0% | 0.37% | +2.5% |
Q3 2021 | $1,086,000 | +10.3% | 14,625 | +12.3% | 0.36% | +4.3% |
Q2 2021 | $985,000 | +3.7% | 13,025 | 0.0% | 0.34% | -2.8% |
Q1 2021 | $950,000 | +39.5% | 13,025 | +22.6% | 0.36% | +29.6% |
Q4 2020 | $681,000 | +150.4% | 10,625 | +115.7% | 0.27% | +110.8% |
Q3 2020 | $272,000 | +27.7% | 4,925 | +34.0% | 0.13% | +62.5% |
Q4 2019 | $213,000 | +6.0% | 3,675 | 0.0% | 0.08% | +5.3% |
Q3 2019 | $201,000 | -1.0% | 3,675 | -7.5% | 0.08% | +35.7% |
Q4 2017 | $203,000 | – | 3,975 | – | 0.06% | – |
Download |
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% |