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 | $10,824,919 | -24.1% | 152,981 | -22.1% | 0.16% | -23.6% |
| Q2 2023 | $14,261,462 | -2.5% | 196,385 | -1.8% | 0.21% | -6.3% |
| Q1 2023 | $14,625,984 | +46432.1% | 199,918 | -52.0% | 0.22% | -55.0% |
| Q4 2022 | $31,432 | -99.9% | 416,100 | +12.5% | 0.49% | +19.1% |
| Q3 2022 | $24,575,000 | -44.0% | 369,943 | -39.7% | 0.41% | -39.6% |
| Q2 2022 | $43,910,000 | +15.9% | 613,011 | +27.6% | 0.68% | +26.4% |
| Q1 2022 | $37,895,000 | -14.0% | 480,359 | -11.9% | 0.54% | -6.2% |
| Q4 2021 | $44,056,000 | +12.9% | 545,049 | +3.7% | 0.58% | +7.6% |
| Q3 2021 | $39,008,000 | -15.3% | 525,428 | -13.7% | 0.54% | -13.5% |
| Q2 2021 | $46,030,000 | +11.8% | 608,707 | +7.8% | 0.62% | +8.2% |
| Q1 2021 | $41,181,000 | +122.0% | 564,744 | +95.3% | 0.57% | +110.3% |
| Q4 2020 | $18,548,000 | +29.6% | 289,175 | +11.7% | 0.27% | +14.2% |
| Q3 2020 | $14,315,000 | +9.9% | 258,863 | +2.9% | 0.24% | +4.8% |
| Q2 2020 | $13,024,000 | -7.6% | 251,669 | -19.7% | 0.23% | -21.4% |
| Q1 2020 | $14,099,000 | -11.6% | 313,447 | +13.9% | 0.29% | +18.4% |
| Q4 2019 | $15,941,000 | – | 275,217 | – | 0.24% | – |
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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% |