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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,103,438 | -7.2% | 28,965 | -6.5% | 0.60% | -10.9% |
| Q1 2023 | $2,266,863 | +26.1% | 30,985 | +30.2% | 0.67% | +15.9% |
| Q4 2022 | $1,797,021 | +30.4% | 23,789 | +14.7% | 0.58% | +8.2% |
| Q3 2022 | $1,378,000 | +7.2% | 20,740 | +15.6% | 0.53% | +13.1% |
| Q2 2022 | $1,285,000 | +14.7% | 17,940 | +26.3% | 0.47% | +34.5% |
| Q1 2022 | $1,120,000 | +37.6% | 14,200 | +41.0% | 0.35% | +45.0% |
| Q4 2021 | $814,000 | +192.8% | 10,073 | +168.6% | 0.24% | -3.6% |
| Q3 2021 | $278,000 | +18.8% | 3,750 | +21.0% | 0.25% | +17.8% |
| Q2 2021 | $234,000 | +3.5% | 3,100 | 0.0% | 0.21% | -2.7% |
| Q1 2021 | $226,000 | -23.6% | 3,100 | -42.1% | 0.22% | -27.2% |
| Q3 2020 | $296,000 | +9.6% | 5,350 | +2.4% | 0.30% | -1.6% |
| Q2 2020 | $270,000 | +14.9% | 5,225 | 0.0% | 0.31% | -0.3% |
| Q1 2020 | $235,000 | +2.2% | 5,225 | +31.4% | 0.31% | +25.8% |
| Q4 2019 | $230,000 | – | 3,975 | – | 0.24% | – |
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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% |