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 | $53,413,880 | -4.5% | 754,860 | -2.0% | 1.11% | -2.6% |
| Q2 2023 | $55,940,092 | +8.0% | 770,312 | +8.8% | 1.14% | +2.1% |
| Q1 2023 | $51,799,081 | +4.7% | 708,025 | +8.1% | 1.12% | -2.3% |
| Q4 2022 | $49,466,378 | +24.8% | 654,837 | +9.8% | 1.14% | +43.2% |
| Q3 2022 | $39,622,000 | +9.3% | 596,450 | +17.8% | 0.80% | +13.2% |
| Q2 2022 | $36,258,000 | -1.7% | 506,180 | +8.2% | 0.70% | +8.3% |
| Q1 2022 | $36,892,000 | -2.4% | 467,641 | -0.0% | 0.65% | -0.2% |
| Q4 2021 | $37,802,000 | +16.3% | 467,674 | +6.8% | 0.65% | +9.4% |
| Q3 2021 | $32,513,000 | +9.4% | 437,941 | +11.4% | 0.60% | +9.4% |
| Q2 2021 | $29,729,000 | +25.8% | 393,141 | +21.3% | 0.54% | +19.3% |
| Q1 2021 | $23,639,000 | +11.5% | 324,174 | -1.9% | 0.46% | +5.8% |
| Q4 2020 | $21,201,000 | +22.5% | 330,548 | +5.6% | 0.43% | +9.7% |
| Q3 2020 | $17,307,000 | +16.6% | 312,969 | +9.1% | 0.39% | +12.6% |
| Q2 2020 | $14,846,000 | +16.4% | 286,876 | +1.2% | 0.35% | +4.8% |
| Q1 2020 | $12,749,000 | -7.9% | 283,426 | +18.6% | 0.33% | +11.0% |
| Q4 2019 | $13,843,000 | +2.0% | 238,997 | -3.5% | 0.30% | -0.3% |
| Q3 2019 | $13,573,000 | +2.4% | 247,777 | -0.8% | 0.30% | +3.4% |
| Q2 2019 | $13,258,000 | +3.4% | 249,817 | +1.9% | 0.29% | +1.7% |
| Q1 2019 | $12,819,000 | +21.1% | 245,195 | +8.8% | 0.29% | +12.6% |
| Q4 2018 | $10,589,000 | -6.0% | 225,451 | +6.1% | 0.25% | +2.8% |
| Q3 2018 | $11,262,000 | +9.9% | 212,497 | +2.2% | 0.25% | +8.8% |
| Q2 2018 | $10,251,000 | +6.5% | 207,968 | +6.0% | 0.23% | +7.6% |
| Q1 2018 | $9,622,000 | -4.2% | 196,243 | -0.1% | 0.21% | -2.3% |
| Q4 2017 | $10,047,000 | +54.3% | 196,354 | +41.1% | 0.22% | +42.1% |
| Q3 2017 | $6,512,000 | +25.0% | 139,144 | +20.5% | 0.15% | +20.6% |
| Q2 2017 | $5,210,000 | +25.9% | 115,519 | +24.5% | 0.13% | +23.5% |
| Q1 2017 | $4,138,000 | +10.0% | 92,819 | +7.5% | 0.10% | +7.4% |
| Q4 2016 | $3,761,000 | +43.9% | 86,318 | +39.7% | 0.10% | +46.2% |
| Q3 2016 | $2,614,000 | +61.7% | 61,778 | +58.3% | 0.06% | +58.5% |
| Q2 2016 | $1,617,000 | +76.0% | 39,029 | +70.4% | 0.04% | +78.3% |
| Q1 2016 | $919,000 | +107.0% | 22,911 | +99.1% | 0.02% | +109.1% |
| Q4 2015 | $444,000 | +7.2% | 11,508 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $414,000 | – | 11,508 | – | 0.01% | – |
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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% |