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 | $275,435 | +3.3% | 3,893 | +6.0% | 0.00% | +33.3% |
| Q2 2023 | $266,654 | -44.0% | 3,672 | -43.5% | 0.00% | -50.0% |
| Q1 2023 | $475,801 | +3.8% | 6,504 | +7.2% | 0.01% | 0.0% |
| Q4 2022 | $458,316 | +7.1% | 6,067 | -5.8% | 0.01% | -14.3% |
| Q3 2022 | $428,000 | +95.4% | 6,442 | +110.7% | 0.01% | +133.3% |
| Q2 2022 | $219,000 | -54.1% | 3,057 | -49.4% | 0.00% | -57.1% |
| Q1 2022 | $477,000 | -10.3% | 6,044 | -8.2% | 0.01% | 0.0% |
| Q4 2021 | $532,000 | +27.6% | 6,585 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $417,000 | -1.9% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $425,000 | +3.7% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -28.6% | 5,617 | -37.3% | 0.01% | -36.4% |
| Q4 2020 | $574,000 | +58.1% | 8,954 | +36.5% | 0.01% | +57.1% |
| Q3 2020 | $363,000 | +7.4% | 6,558 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $338,000 | -22.1% | 6,537 | -12.8% | 0.01% | -12.5% |
| Q4 2019 | $434,000 | – | 7,496 | – | 0.01% | – |
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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% |