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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $109 | 0.0% | 1,495 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $109 | -4.4% | 1,495 | -1.3% | 0.01% | -10.0% |
| Q4 2022 | $114 | -99.9% | 1,515 | -27.3% | 0.01% | -23.1% |
| Q3 2022 | $138,000 | +5.3% | 2,083 | +13.6% | 0.01% | +18.2% |
| Q2 2022 | $131,000 | -37.3% | 1,833 | -30.9% | 0.01% | -31.2% |
| Q1 2022 | $209,000 | +3.5% | 2,651 | +6.3% | 0.02% | +14.3% |
| Q4 2021 | $202,000 | -1.9% | 2,494 | -10.0% | 0.01% | -12.5% |
| Q3 2021 | $206,000 | -53.0% | 2,771 | -52.2% | 0.02% | -54.3% |
| Q2 2021 | $438,000 | +4.0% | 5,795 | +0.3% | 0.04% | -5.4% |
| Q1 2021 | $421,000 | +1007.9% | 5,779 | +741.2% | 0.04% | +825.0% |
| Q3 2020 | $38,000 | -84.0% | 687 | -84.2% | 0.00% | -87.1% |
| Q3 2019 | $238,000 | – | 4,349 | – | 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% |