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 | $8,294,163 | -0.9% | 117,215 | +1.7% | 1.26% | +3.2% |
| Q2 2023 | $8,372,910 | -0.7% | 115,298 | -0.0% | 1.22% | -5.0% |
| Q1 2023 | $8,436,167 | -5.7% | 115,311 | -2.7% | 1.29% | -8.0% |
| Q4 2022 | $8,950,504 | +14.0% | 118,487 | +0.2% | 1.40% | +6.9% |
| Q3 2022 | $7,853,000 | -6.8% | 118,217 | +0.5% | 1.31% | -5.5% |
| Q2 2022 | $8,425,000 | -6.1% | 117,621 | +3.4% | 1.39% | +12.1% |
| Q1 2022 | $8,973,000 | +15.8% | 113,734 | +18.6% | 1.24% | +28.6% |
| Q4 2021 | $7,751,000 | +10.6% | 95,895 | +1.6% | 0.96% | +1.3% |
| Q3 2021 | $7,005,000 | -3.9% | 94,353 | -2.2% | 0.95% | -3.4% |
| Q2 2021 | $7,292,000 | +22.4% | 96,432 | +18.0% | 0.98% | +12.1% |
| Q1 2021 | $5,959,000 | +16.8% | 81,713 | +2.7% | 0.88% | +13.7% |
| Q4 2020 | $5,102,000 | +14.7% | 79,538 | -1.1% | 0.77% | -0.4% |
| Q3 2020 | $4,447,000 | -2.6% | 80,421 | -8.9% | 0.77% | -15.3% |
| Q2 2020 | $4,567,000 | +10.9% | 88,254 | -3.6% | 0.91% | +5.9% |
| Q1 2020 | $4,119,000 | +178.9% | 91,579 | +259.2% | 0.86% | +206.0% |
| Q4 2019 | $1,477,000 | +14.1% | 25,494 | +7.9% | 0.28% | +6.0% |
| Q3 2019 | $1,294,000 | +9.1% | 23,622 | +5.7% | 0.27% | +9.5% |
| Q2 2019 | $1,186,000 | +6.1% | 22,355 | +4.5% | 0.24% | +0.4% |
| Q1 2019 | $1,118,000 | +10.5% | 21,392 | -0.7% | 0.24% | -11.4% |
| Q4 2018 | $1,012,000 | +6.1% | 21,539 | +19.7% | 0.27% | +38.6% |
| Q3 2018 | $954,000 | +30.7% | 17,996 | +21.5% | 0.20% | +15.2% |
| Q2 2018 | $730,000 | +29.7% | 14,812 | +28.9% | 0.17% | +26.7% |
| Q1 2018 | $563,000 | – | 11,487 | – | 0.14% | – |
Download | ||||||
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% |