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 | $1,153,370 | -0.7% | 16,300 | +1.9% | 0.10% | +3.2% |
Q2 2023 | $1,161,702 | +0.6% | 15,997 | +1.4% | 0.09% | -1.1% |
Q1 2023 | $1,154,684 | -3.2% | 15,783 | 0.0% | 0.10% | -10.4% |
Q4 2022 | $1,192,248 | +68.6% | 15,783 | +48.4% | 0.11% | +53.6% |
Q3 2022 | $707,000 | -7.2% | 10,638 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $762,000 | -9.2% | 10,638 | 0.0% | 0.07% | +6.2% |
Q1 2022 | $839,000 | -2.4% | 10,638 | 0.0% | 0.06% | +8.3% |
Q4 2021 | $860,000 | +8.9% | 10,638 | -0.0% | 0.06% | -6.2% |
Q3 2021 | $790,000 | +176.2% | 10,641 | +181.3% | 0.06% | +178.3% |
Q2 2021 | $286,000 | +3.6% | 3,783 | +0.1% | 0.02% | -11.5% |
Q1 2021 | $276,000 | +9.1% | 3,780 | -4.2% | 0.03% | 0.0% |
Q4 2020 | $253,000 | – | 3,946 | – | 0.03% | – |
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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% |