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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,107,832 | +1.0% | 261,179 | +4.3% | 7.03% | +4.8% |
| Q4 2022 | $18,910,901 | +22.6% | 250,343 | +7.8% | 6.70% | +16.4% |
| Q3 2022 | $15,427,000 | -4.4% | 232,234 | +3.0% | 5.76% | -3.2% |
| Q2 2022 | $16,144,000 | -8.1% | 225,375 | +1.2% | 5.95% | +4.8% |
| Q1 2022 | $17,569,000 | +13.8% | 222,702 | +16.6% | 5.68% | +8.9% |
| Q4 2021 | $15,433,000 | +198.7% | 190,934 | +174.3% | 5.21% | +174.1% |
| Q3 2021 | $5,167,000 | +6.1% | 69,601 | +8.1% | 1.90% | +4.6% |
| Q2 2021 | $4,870,000 | +17.4% | 64,397 | +13.2% | 1.82% | +13.6% |
| Q1 2021 | $4,149,000 | +22.2% | 56,897 | +7.5% | 1.60% | +21.1% |
| Q4 2020 | $3,394,000 | +27.0% | 52,923 | +9.5% | 1.32% | +27.0% |
| Q3 2020 | $2,672,000 | -9.1% | 48,313 | -15.0% | 1.04% | -8.5% |
| Q2 2020 | $2,940,000 | +18.5% | 56,817 | +3.0% | 1.14% | +9.0% |
| Q1 2020 | $2,480,000 | -19.3% | 55,136 | +3.9% | 1.04% | -11.9% |
| Q4 2019 | $3,073,000 | +5.6% | 53,064 | -0.1% | 1.18% | -0.2% |
| Q3 2019 | $2,910,000 | -1.6% | 53,119 | -4.7% | 1.18% | -2.4% |
| Q2 2019 | $2,958,000 | -19.0% | 55,743 | -20.2% | 1.21% | -15.7% |
| Q1 2019 | $3,654,000 | +5.1% | 69,888 | -5.6% | 1.44% | -14.2% |
| Q4 2018 | $3,477,000 | -0.5% | 74,027 | +12.3% | 1.68% | +6.3% |
| Q3 2018 | $3,495,000 | +19.7% | 65,948 | +11.3% | 1.58% | +15.8% |
| Q2 2018 | $2,919,000 | +42.5% | 59,228 | +41.8% | 1.36% | +38.2% |
| Q1 2018 | $2,048,000 | -0.3% | 41,778 | +4.1% | 0.99% | -1.3% |
| Q4 2017 | $2,054,000 | +12.8% | 40,148 | +3.2% | 1.00% | +7.1% |
| Q3 2017 | $1,821,000 | +10.2% | 38,918 | +6.2% | 0.93% | +9.8% |
| Q2 2017 | $1,653,000 | -85.3% | 36,658 | -85.5% | 0.85% | -85.3% |
| Q1 2017 | $11,283,000 | +0.0% | 253,095 | -2.2% | 5.80% | -1.5% |
| Q4 2016 | $11,280,000 | +10.5% | 258,890 | +7.3% | 5.89% | +23.5% |
| Q3 2016 | $10,210,000 | +75.9% | 241,317 | +72.3% | 4.77% | +56.5% |
| Q2 2016 | $5,805,000 | +47.4% | 140,072 | +40.1% | 3.05% | -4.1% |
| Q1 2015 | $3,939,000 | -12.1% | 99,960 | -11.1% | 3.18% | -15.9% |
| Q4 2014 | $4,482,000 | – | 112,465 | – | 3.78% | – |
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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% |