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 | $340,838 | -3.5% | 4,817 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $353,319 | -1.7% | 4,865 | -1.0% | 0.02% | -9.5% |
| Q1 2023 | $359,348 | -19.1% | 4,912 | -16.5% | 0.02% | -27.6% |
| Q4 2022 | $444,286 | +117.8% | 5,881 | +91.9% | 0.03% | +107.1% |
| Q3 2022 | $204,000 | +2.0% | 3,065 | -15.2% | 0.01% | -22.2% |
| Q3 2020 | $200,000 | -6.1% | 3,614 | -12.0% | 0.02% | -10.0% |
| Q2 2020 | $213,000 | -9.7% | 4,108 | +1.0% | 0.02% | -13.0% |
| Q4 2019 | $236,000 | +6.8% | 4,069 | +0.8% | 0.02% | 0.0% |
| Q3 2019 | $221,000 | +3.8% | 4,035 | +0.4% | 0.02% | 0.0% |
| Q2 2019 | $213,000 | +1.4% | 4,019 | 0.0% | 0.02% | -11.5% |
| Q1 2019 | $210,000 | +208.8% | 4,019 | +127.7% | 0.03% | +62.5% |
| Q2 2015 | $68,000 | – | 1,765 | – | 0.02% | – |
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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% |