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 | $1,594,859 | -2.6% | 22,539 | -0.0% | 0.18% | -0.5% |
| Q2 2023 | $1,637,416 | -1.7% | 22,548 | -1.0% | 0.19% | +6.3% |
| Q1 2023 | $1,666,140 | +93714.2% | 22,774 | -3.2% | 0.18% | -6.9% |
| Q4 2022 | $1,776 | -99.9% | 23,520 | -17.3% | 0.19% | -16.4% |
| Q3 2022 | $1,889,000 | -10.0% | 28,440 | -2.9% | 0.22% | -3.8% |
| Q2 2022 | $2,098,000 | -52.3% | 29,284 | -46.8% | 0.23% | +9.3% |
| Q1 2022 | $4,396,000 | +104.2% | 55,068 | +106.8% | 0.21% | +0.5% |
| Q4 2021 | $2,153,000 | +10.0% | 26,635 | +1.1% | 0.21% | -4.9% |
| Q3 2021 | $1,957,000 | +10.0% | 26,355 | +8.0% | 0.22% | -13.2% |
| Q2 2021 | $1,779,000 | 0.0% | 24,399 | 0.0% | 0.26% | -19.1% |
| Q1 2021 | $1,779,000 | +16.2% | 24,399 | +2.2% | 0.32% | +5.3% |
| Q4 2020 | $1,531,000 | +16.2% | 23,873 | +0.2% | 0.30% | -6.5% |
| Q3 2020 | $1,318,000 | +7.1% | 23,830 | +0.2% | 0.32% | -14.7% |
| Q2 2020 | $1,231,000 | +206.2% | 23,784 | +166.3% | 0.38% | +165.7% |
| Q1 2020 | $402,000 | +46.2% | 8,931 | +59.2% | 0.14% | +164.8% |
| Q1 2018 | $275,000 | – | 5,609 | – | 0.05% | – |
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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% |