SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $999,175 | +0.7% | 14,121 | +3.4% | 0.12% | 0.0% |
Q2 2023 | $992,123 | +4.9% | 13,662 | +5.7% | 0.12% | -5.6% |
Q1 2023 | $945,488 | +1.2% | 12,924 | +4.5% | 0.12% | -10.1% |
Q4 2022 | $934,437 | +37.8% | 12,370 | +21.2% | 0.14% | +24.3% |
Q3 2022 | $678,000 | +758.2% | 10,206 | +827.8% | 0.11% | +753.8% |
Q2 2022 | $79,000 | +27.4% | 1,100 | +40.1% | 0.01% | +44.4% |
Q1 2022 | $62,000 | +342.9% | 785 | +206.6% | 0.01% | +200.0% |
Q3 2020 | $14,000 | -50.0% | 256 | -52.5% | 0.00% | -62.5% |
Q2 2020 | $28,000 | +16.7% | 539 | +0.9% | 0.01% | -33.3% |
Q1 2020 | $24,000 | -82.9% | 534 | -77.8% | 0.01% | -81.0% |
Q4 2019 | $140,000 | +70.7% | 2,405 | +55.9% | 0.06% | +43.2% |
Q3 2019 | $82,000 | +412.5% | 1,543 | +405.9% | 0.04% | +388.9% |
Q2 2019 | $16,000 | 0.0% | 305 | +0.7% | 0.01% | -10.0% |
Q1 2019 | $16,000 | +14.3% | 303 | +1.0% | 0.01% | 0.0% |
Q4 2018 | $14,000 | -12.5% | 300 | +0.7% | 0.01% | +11.1% |
Q3 2018 | $16,000 | – | 298 | – | 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% |