Fisher Asset Management, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Fisher Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,258,202
+40.2%
17,781
+43.9%
0.00%–
Q2 2023$897,295
-17.0%
12,356
-16.4%
0.00%
-100.0%
Q1 2023$1,081,203
+103762.0%
14,778
+7.3%
0.00%0.0%
Q4 2022$1,041
-99.9%
13,778
+16.3%
0.00%0.0%
Q3 2022$787,000
+10.5%
11,846
+19.2%
0.00%0.0%
Q2 2022$712,000
-20.6%
9,939
-12.6%
0.00%0.0%
Q1 2022$897,000
+5.3%
11,369
+7.8%
0.00%–
Q4 2021$852,000
-2.6%
10,544
-10.5%
0.00%
-100.0%
Q3 2021$875,000
+8.0%
11,781
+10.0%
0.00%0.0%
Q2 2021$810,000
-23.4%
10,714
-26.1%
0.00%0.0%
Q1 2021$1,058,000
+58.1%
14,505
+39.0%
0.00%0.0%
Q4 2020$669,000
+2.6%
10,434
-11.4%
0.00%0.0%
Q3 2020$652,000
-39.5%
11,782
-43.5%
0.00%0.0%
Q2 2020$1,078,000
-2.4%
20,837
+9.4%
0.00%0.0%
Q4 2019$1,104,000
+347.0%
19,054
+303.5%
0.00%–
Q1 2019$247,000–4,722–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders