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 | $8,587,101 | -2.3% | 121,355 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $8,787,238 | +3.4% | 121,003 | +4.2% | 0.01% | 0.0% |
| Q1 2023 | $8,498,807 | +8.2% | 116,167 | +11.7% | 0.01% | 0.0% |
| Q4 2022 | $7,856,297 | +37.4% | 104,002 | +20.9% | 0.01% | +50.0% |
| Q3 2022 | $5,716,000 | +42.2% | 86,041 | +53.4% | 0.00% | +33.3% |
| Q2 2022 | $4,019,000 | +1.2% | 56,106 | +11.4% | 0.00% | +50.0% |
| Q1 2022 | $3,972,000 | +49.7% | 50,347 | +53.4% | 0.00% | +100.0% |
| Q4 2021 | $2,653,000 | +20.9% | 32,821 | +11.0% | 0.00% | 0.0% |
| Q3 2021 | $2,195,000 | -51.9% | 29,571 | -51.0% | 0.00% | -66.7% |
| Q2 2021 | $4,560,000 | +11.3% | 60,305 | +7.3% | 0.00% | 0.0% |
| Q1 2021 | $4,098,000 | +27.4% | 56,199 | +12.0% | 0.00% | +50.0% |
| Q4 2020 | $3,217,000 | +35.2% | 50,157 | +16.6% | 0.00% | 0.0% |
| Q3 2020 | $2,379,000 | +7.4% | 43,021 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $2,216,000 | +1.6% | 42,821 | -11.7% | 0.00% | 0.0% |
| Q1 2020 | $2,181,000 | -81.0% | 48,499 | -75.6% | 0.00% | -75.0% |
| Q4 2019 | $11,506,000 | +5.7% | 198,654 | -0.0% | 0.01% | -11.1% |
| Q3 2019 | $10,883,000 | -24.7% | 198,659 | -27.1% | 0.01% | -25.0% |
| Q2 2019 | $14,455,000 | +3.0% | 272,370 | +1.4% | 0.01% | -14.3% |
| Q1 2019 | $14,040,000 | +12.7% | 268,552 | +1.2% | 0.01% | +7.7% |
| Q4 2018 | $12,463,000 | -14.3% | 265,329 | -3.4% | 0.01% | 0.0% |
| Q3 2018 | $14,551,000 | +10.8% | 274,555 | +3.0% | 0.01% | +8.3% |
| Q2 2018 | $13,133,000 | -18.6% | 266,452 | -19.0% | 0.01% | -7.7% |
| Q1 2018 | $16,132,000 | -3.1% | 329,015 | +1.1% | 0.01% | 0.0% |
| Q4 2017 | $16,645,000 | +33.9% | 325,298 | +22.5% | 0.01% | +30.0% |
| Q3 2017 | $12,432,000 | +22.3% | 265,648 | +17.8% | 0.01% | +11.1% |
| Q2 2017 | $10,167,000 | -28.2% | 225,438 | -29.0% | 0.01% | -30.8% |
| Q1 2017 | $14,161,000 | -5.4% | 317,638 | -7.5% | 0.01% | 0.0% |
| Q4 2016 | $14,968,000 | +4.9% | 343,534 | +1.9% | 0.01% | 0.0% |
| Q3 2016 | $14,264,000 | +142.9% | 337,138 | +137.9% | 0.01% | +116.7% |
| Q2 2016 | $5,872,000 | +523.4% | 141,707 | +503.0% | 0.01% | +500.0% |
| Q1 2016 | $942,000 | +226.0% | 23,502 | +213.6% | 0.00% | – |
| Q4 2015 | $289,000 | +16.5% | 7,495 | +8.7% | 0.00% | – |
| Q3 2015 | $248,000 | -87.6% | 6,895 | -86.8% | 0.00% | -100.0% |
| Q2 2015 | $2,003,000 | +1.2% | 52,325 | +4.1% | 0.00% | 0.0% |
| Q1 2015 | $1,980,000 | -0.7% | 50,250 | +0.5% | 0.00% | 0.0% |
| Q4 2014 | $1,993,000 | +3.4% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,928,000 | -49.6% | 50,000 | -50.0% | 0.00% | -50.0% |
| Q2 2014 | $3,827,000 | +3.8% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,686,000 | +0.5% | 100,000 | 0.0% | 0.00% | +33.3% |
| Q4 2013 | $3,666,000 | +8.9% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,365,000 | – | 100,000 | – | 0.00% | – |
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% |