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 | $6,738,445 | -3.0% | 95,230 | -0.5% | 0.29% | +4.3% |
| Q2 2023 | $6,949,195 | -5.0% | 95,693 | -4.3% | 0.28% | -5.7% |
| Q1 2023 | $7,317,969 | +100338.8% | 100,027 | +3.7% | 0.30% | -5.7% |
| Q4 2022 | $7,286 | -99.9% | 96,448 | +5.7% | 0.31% | +12.1% |
| Q3 2022 | $6,064,000 | +1.7% | 91,284 | +9.7% | 0.28% | +7.7% |
| Q2 2022 | $5,961,000 | -3.8% | 83,214 | +5.9% | 0.26% | +14.5% |
| Q1 2022 | $6,196,000 | +30.7% | 78,544 | +34.0% | 0.23% | +37.6% |
| Q4 2021 | $4,739,000 | +6.2% | 58,633 | -2.5% | 0.16% | -7.3% |
| Q3 2021 | $4,464,000 | -1.5% | 60,124 | +0.3% | 0.18% | -2.7% |
| Q2 2021 | $4,533,000 | +16.2% | 59,943 | +12.0% | 0.18% | +5.8% |
| Q1 2021 | $3,901,000 | +9.0% | 53,503 | -4.1% | 0.17% | +0.6% |
| Q4 2020 | $3,578,000 | +6.4% | 55,785 | -8.2% | 0.17% | -7.5% |
| Q3 2020 | $3,362,000 | -23.2% | 60,798 | -28.1% | 0.19% | -24.4% |
| Q2 2020 | $4,377,000 | +2.7% | 84,574 | -10.7% | 0.25% | -14.3% |
| Q1 2020 | $4,261,000 | -60.2% | 94,721 | -48.7% | 0.29% | -50.6% |
| Q4 2019 | $10,695,000 | +6.3% | 184,649 | +0.5% | 0.58% | -0.7% |
| Q3 2019 | $10,065,000 | +3.7% | 183,732 | +0.5% | 0.58% | +0.5% |
| Q2 2019 | $9,707,000 | +1.1% | 182,907 | -0.4% | 0.58% | -6.3% |
| Q1 2019 | $9,598,000 | +105.4% | 183,596 | +84.5% | 0.62% | +101.0% |
| Q4 2018 | $4,673,000 | -13.2% | 99,489 | -2.1% | 0.31% | +0.3% |
| Q3 2018 | $5,385,000 | +5.1% | 101,612 | -2.3% | 0.31% | -2.2% |
| Q2 2018 | $5,124,000 | -68.9% | 103,952 | -69.1% | 0.32% | -37.1% |
| Q1 2018 | $16,492,000 | +80.8% | 336,362 | +88.7% | 0.50% | -6.0% |
| Q4 2017 | $9,122,000 | +12.9% | 178,273 | +3.3% | 0.53% | +7.9% |
| Q3 2017 | $8,080,000 | +5.8% | 172,649 | +2.0% | 0.49% | +3.3% |
| Q2 2017 | $7,634,000 | +1.8% | 169,262 | +0.6% | 0.48% | -0.2% |
| Q1 2017 | $7,498,000 | +4.6% | 168,189 | +2.2% | 0.48% | -0.8% |
| Q4 2016 | $7,170,000 | +29.6% | 164,554 | +25.9% | 0.48% | +27.4% |
| Q3 2016 | $5,532,000 | +2.9% | 130,748 | +0.7% | 0.38% | +0.8% |
| Q2 2016 | $5,378,000 | +5.5% | 129,779 | +2.1% | 0.38% | +0.3% |
| Q1 2016 | $5,097,000 | +7.5% | 127,131 | +3.4% | 0.38% | 0.0% |
| Q4 2015 | $4,743,000 | +409.5% | 122,999 | +374.8% | 0.38% | +387.0% |
| Q3 2015 | $931,000 | -11.1% | 25,906 | -5.3% | 0.08% | -7.2% |
| Q2 2015 | $1,047,000 | +4.7% | 27,346 | +7.8% | 0.08% | +3.8% |
| Q1 2015 | $1,000,000 | -0.6% | 25,366 | +0.5% | 0.08% | -5.9% |
| Q4 2014 | $1,006,000 | +33.2% | 25,237 | +29.0% | 0.08% | +23.2% |
| Q3 2014 | $755,000 | -3.0% | 19,567 | -3.7% | 0.07% | -5.5% |
| Q2 2014 | $778,000 | +99.5% | 20,329 | +91.9% | 0.07% | +82.5% |
| Q1 2014 | $390,000 | – | 10,595 | – | 0.04% | – |
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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% |