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 | $509,854 | +0.6% | 7,205 | +3.2% | 0.04% | +2.7% |
| Q2 2023 | $506,980 | -5.9% | 6,981 | -5.2% | 0.04% | -11.9% |
| Q1 2023 | $538,770 | -2.4% | 7,364 | +0.8% | 0.04% | -6.7% |
| Q4 2022 | $551,764 | +13.8% | 7,304 | +0.1% | 0.04% | +9.8% |
| Q3 2022 | $485,000 | -7.6% | 7,298 | -0.4% | 0.04% | -4.7% |
| Q2 2022 | $525,000 | -8.9% | 7,324 | +0.4% | 0.04% | +4.9% |
| Q1 2022 | $576,000 | -6.2% | 7,298 | -3.9% | 0.04% | -4.7% |
| Q4 2021 | $614,000 | +8.7% | 7,591 | -0.2% | 0.04% | +2.4% |
| Q3 2021 | $565,000 | -12.0% | 7,608 | -10.5% | 0.04% | -12.5% |
| Q2 2021 | $642,000 | +9.0% | 8,496 | +5.1% | 0.05% | 0.0% |
| Q1 2021 | $589,000 | +12.2% | 8,082 | -1.3% | 0.05% | +6.7% |
| Q4 2020 | $525,000 | +141.9% | 8,192 | +93.3% | 0.04% | +50.0% |
| Q4 2017 | $217,000 | – | 4,237 | – | 0.03% | – |
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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% |