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 | $480,819 | -19.9% | 6,795 | -17.8% | 0.11% | -17.8% |
| Q2 2023 | $600,525 | -2.8% | 8,269 | -2.0% | 0.13% | -6.5% |
| Q1 2023 | $617,599 | -23.7% | 8,442 | -21.2% | 0.14% | -25.8% |
| Q4 2022 | $809,248 | -18.6% | 10,713 | -28.4% | 0.19% | -30.9% |
| Q3 2022 | $994,000 | -7.1% | 14,968 | +0.2% | 0.27% | -1.5% |
| Q2 2022 | $1,070,000 | -11.4% | 14,936 | -2.5% | 0.27% | +8.8% |
| Q1 2022 | $1,208,000 | -19.6% | 15,318 | -17.6% | 0.25% | -18.2% |
| Q4 2021 | $1,503,000 | -3.2% | 18,596 | -11.1% | 0.31% | -11.3% |
| Q3 2021 | $1,553,000 | -31.1% | 20,916 | -29.9% | 0.35% | -35.8% |
| Q2 2021 | $2,255,000 | -9.0% | 29,822 | -12.2% | 0.54% | -21.9% |
| Q1 2021 | $2,478,000 | -11.0% | 33,976 | -21.7% | 0.69% | -19.2% |
| Q4 2020 | $2,785,000 | +10.0% | 43,416 | -5.2% | 0.85% | -7.5% |
| Q3 2020 | $2,532,000 | +3.2% | 45,791 | -3.4% | 0.92% | +0.4% |
| Q2 2020 | $2,453,000 | +5.5% | 47,400 | -8.3% | 0.92% | -10.9% |
| Q1 2020 | $2,325,000 | -26.7% | 51,689 | -5.6% | 1.03% | -8.4% |
| Q4 2019 | $3,172,000 | +6.8% | 54,764 | +1.0% | 1.13% | -1.1% |
| Q3 2019 | $2,970,000 | +7.2% | 54,212 | +3.9% | 1.14% | +0.6% |
| Q2 2019 | $2,770,000 | +14.5% | 52,192 | +12.7% | 1.13% | +7.0% |
| Q1 2019 | $2,420,000 | +11.0% | 46,298 | -0.3% | 1.06% | +1.4% |
| Q4 2018 | $2,180,000 | -10.3% | 46,421 | +1.2% | 1.04% | -0.6% |
| Q3 2018 | $2,431,000 | +6.5% | 45,872 | -0.9% | 1.05% | +0.4% |
| Q2 2018 | $2,282,000 | -2.1% | 46,302 | -2.7% | 1.04% | -2.2% |
| Q1 2018 | $2,332,000 | -4.6% | 47,566 | -0.4% | 1.07% | -2.8% |
| Q4 2017 | $2,444,000 | +2.0% | 47,763 | -6.8% | 1.10% | -4.3% |
| Q3 2017 | $2,397,000 | +76.4% | 51,228 | +70.0% | 1.15% | -15.4% |
| Q2 2017 | $1,359,000 | -41.8% | 30,127 | -42.5% | 1.36% | +2.3% |
| Q1 2017 | $2,334,000 | -2.5% | 52,357 | -4.7% | 1.33% | -8.9% |
| Q4 2016 | $2,393,000 | +3.3% | 54,915 | +0.3% | 1.46% | +1.5% |
| Q3 2016 | $2,317,000 | -3.1% | 54,767 | -5.0% | 1.44% | -23.2% |
| Q2 2016 | $2,390,000 | +4.1% | 57,666 | +0.7% | 1.87% | +2.6% |
| Q1 2016 | $2,296,000 | +6.7% | 57,282 | +4.1% | 1.82% | +4.7% |
| Q4 2015 | $2,151,000 | +11.9% | 55,041 | +3.0% | 1.74% | +5.0% |
| Q3 2015 | $1,922,000 | +21.4% | 53,460 | +29.3% | 1.66% | +23.1% |
| Q2 2015 | $1,583,000 | +11.3% | 41,350 | +14.6% | 1.35% | +10.9% |
| Q1 2015 | $1,422,000 | +14.7% | 36,072 | +16.0% | 1.22% | +14.6% |
| Q4 2014 | $1,240,000 | – | 31,108 | – | 1.06% | – |
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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% |