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 2021 | $1,042,000 | -2.2% | 14,031 | -0.4% | 0.07% | -2.8% |
| Q2 2021 | $1,065,000 | +3.5% | 14,088 | -0.2% | 0.07% | -4.0% |
| Q1 2021 | $1,029,000 | +19.0% | 14,114 | +4.7% | 0.08% | +13.6% |
| Q4 2020 | $865,000 | +26.8% | 13,480 | +20.1% | 0.07% | +10.0% |
| Q3 2020 | $682,000 | +12.9% | 11,227 | -3.8% | 0.06% | +3.4% |
| Q2 2020 | $604,000 | -1.8% | 11,669 | -14.7% | 0.06% | -18.3% |
| Q1 2020 | $615,000 | -8.2% | 13,680 | +18.3% | 0.07% | +12.7% |
| Q4 2019 | $670,000 | +25.9% | 11,564 | +19.2% | 0.06% | +10.5% |
| Q3 2019 | $532,000 | -13.6% | 9,704 | -16.3% | 0.06% | -10.9% |
| Q2 2019 | $616,000 | -6.5% | 11,599 | -8.0% | 0.06% | -11.1% |
| Q1 2019 | $659,000 | +30.2% | 12,601 | +17.0% | 0.07% | +14.3% |
| Q4 2018 | $506,000 | – | 10,768 | – | 0.06% | – |
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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% |