SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,916,000 | +8.9% | 4,280,883 | +11.8% | 0.08% | +12.3% |
| Q2 2023 | $278,073,000 | +100.8% | 3,829,139 | +102.3% | 0.07% | +87.2% |
| Q1 2023 | $138,505,000 | +4.2% | 1,893,181 | +7.6% | 0.04% | +2.6% |
| Q4 2022 | $132,968,000 | +46.6% | 1,760,230 | +28.9% | 0.04% | +31.0% |
| Q3 2022 | $90,730,000 | +1.6% | 1,365,792 | +9.6% | 0.03% | +11.5% |
| Q2 2022 | $89,297,000 | +18.7% | 1,246,641 | +30.7% | 0.03% | +36.8% |
| Q1 2022 | $75,234,000 | +15.0% | 953,656 | +17.8% | 0.02% | +26.7% |
| Q4 2021 | $65,419,000 | -1.4% | 809,343 | -9.4% | 0.02% | -11.8% |
| Q3 2021 | $66,334,000 | +15.8% | 893,507 | +18.0% | 0.02% | +13.3% |
| Q2 2021 | $57,275,000 | +50.4% | 757,389 | +45.0% | 0.02% | +36.4% |
| Q1 2021 | $38,089,000 | +27.2% | 522,349 | +11.9% | 0.01% | +22.2% |
| Q4 2020 | $29,944,000 | +66.9% | 466,868 | +43.9% | 0.01% | +50.0% |
| Q3 2020 | $17,937,000 | +79.8% | 324,377 | +68.3% | 0.01% | +50.0% |
| Q2 2020 | $9,976,000 | +34.7% | 192,785 | +17.1% | 0.00% | 0.0% |
| Q1 2020 | $7,407,000 | -36.9% | 164,680 | -18.8% | 0.00% | 0.0% |
| Q4 2019 | $11,745,000 | +98.6% | 202,755 | +87.8% | 0.00% | +100.0% |
| Q3 2019 | $5,915,000 | +11.7% | 107,963 | +8.2% | 0.00% | 0.0% |
| Q2 2019 | $5,296,000 | +4.7% | 99,799 | +3.2% | 0.00% | 0.0% |
| Q1 2019 | $5,056,000 | -23.3% | 96,720 | -31.1% | 0.00% | -33.3% |
| Q4 2018 | $6,592,000 | -11.8% | 140,351 | -0.5% | 0.00% | 0.0% |
| Q3 2018 | $7,474,000 | +0.7% | 141,017 | -6.3% | 0.00% | 0.0% |
| Q2 2018 | $7,419,000 | +4.8% | 150,524 | +4.3% | 0.00% | 0.0% |
| Q1 2018 | $7,078,000 | +19.0% | 144,378 | +24.2% | 0.00% | 0.0% |
| Q4 2017 | $5,947,000 | +24.4% | 116,231 | +13.8% | 0.00% | +50.0% |
| Q3 2017 | $4,782,000 | +4.3% | 102,174 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $4,585,000 | +9.2% | 101,679 | +7.9% | 0.00% | 0.0% |
| Q1 2017 | $4,200,000 | +9.7% | 94,225 | +7.2% | 0.00% | 0.0% |
| Q4 2016 | $3,829,000 | +103.6% | 87,865 | +97.6% | 0.00% | +100.0% |
| Q3 2016 | $1,881,000 | +70.4% | 44,457 | +66.9% | 0.00% | 0.0% |
| Q2 2016 | $1,104,000 | +59.8% | 26,631 | +54.5% | 0.00% | – |
| Q1 2016 | $691,000 | -62.3% | 17,233 | -63.7% | 0.00% | -100.0% |
| Q4 2015 | $1,832,000 | -41.6% | 47,493 | -45.6% | 0.00% | -50.0% |
| Q3 2015 | $3,137,000 | +244.3% | 87,244 | +266.8% | 0.00% | +100.0% |
| Q2 2015 | $911,000 | +148.9% | 23,785 | +156.2% | 0.00% | – |
| Q1 2015 | $366,000 | -76.4% | 9,282 | -76.1% | 0.00% | -100.0% |
| Q4 2014 | $1,549,000 | +337.6% | 38,883 | +324.0% | 0.00% | – |
| Q3 2014 | $354,000 | -32.8% | 9,170 | -33.4% | 0.00% | – |
| Q2 2014 | $527,000 | +83.6% | 13,763 | +76.7% | 0.00% | – |
| Q1 2014 | $287,000 | -75.5% | 7,790 | -75.6% | 0.00% | -100.0% |
| Q4 2013 | $1,171,000 | +62.4% | 31,918 | +48.9% | 0.00% | 0.0% |
| Q3 2013 | $721,000 | +2084.8% | 21,435 | +2043.5% | 0.00% | – |
| Q2 2013 | $33,000 | – | 1,000 | – | 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% |