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 2022 | $501,281 | -7.3% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $540,520 | -9.2% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $595,304 | -2.4% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $609,943 | +8.9% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $560,215 | -1.8% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $570,629 | +3.7% | 7,546 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $550,254 | +13.7% | 7,546 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $484,000 | +16.1% | 7,546 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $417,000 | -5.9% | 7,546 | -11.8% | 0.01% | 0.0% |
| Q2 2020 | $443,000 | -0.7% | 8,553 | -13.8% | 0.01% | 0.0% |
| Q1 2020 | $446,000 | -22.4% | 9,925 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $575,000 | +5.7% | 9,925 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $544,000 | +9.7% | 9,925 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $496,000 | +1.6% | 9,338 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $488,000 | +41.9% | 9,338 | +27.5% | 0.00% | +33.3% |
| Q4 2018 | $344,000 | – | 7,325 | – | 0.00% | – |
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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% |