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 | $1,111,144 | -10.0% | 15,703 | -7.6% | 0.06% | -8.1% |
Q2 2023 | $1,234,539 | +39.5% | 17,000 | +40.5% | 0.06% | +34.8% |
Q1 2023 | $884,943 | -3.8% | 12,096 | -0.7% | 0.05% | -2.1% |
Q4 2022 | $919,851 | +12.9% | 12,177 | -0.9% | 0.05% | +17.5% |
Q3 2022 | $815,000 | +111.1% | 12,287 | +128.5% | 0.04% | +110.5% |
Q2 2022 | $386,000 | -5.4% | 5,378 | +4.1% | 0.02% | -13.6% |
Q1 2022 | $408,000 | -7.7% | 5,165 | -5.7% | 0.02% | -8.3% |
Q4 2021 | $442,000 | +20.1% | 5,479 | +10.5% | 0.02% | +9.1% |
Q3 2021 | $368,000 | -28.4% | 4,959 | -27.1% | 0.02% | -24.1% |
Q2 2021 | $514,000 | -44.4% | 6,805 | -46.3% | 0.03% | -50.8% |
Q1 2021 | $924,000 | +9.5% | 12,670 | -3.7% | 0.06% | +1.7% |
Q4 2020 | $844,000 | +110.0% | 13,155 | +80.6% | 0.06% | +87.1% |
Q3 2020 | $402,000 | +6.6% | 7,285 | 0.0% | 0.03% | -11.4% |
Q2 2020 | $377,000 | +15.3% | 7,285 | 0.0% | 0.04% | +9.4% |
Q1 2020 | $327,000 | -26.7% | 7,285 | -5.5% | 0.03% | -22.0% |
Q4 2019 | $446,000 | +5.7% | 7,711 | 0.0% | 0.04% | +7.9% |
Q3 2019 | $422,000 | -43.4% | 7,711 | -45.1% | 0.04% | -38.7% |
Q2 2019 | $745,000 | +84.9% | 14,048 | +82.2% | 0.06% | +87.9% |
Q1 2019 | $403,000 | +11.3% | 7,711 | 0.0% | 0.03% | +22.2% |
Q4 2018 | $362,000 | – | 7,711 | – | 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% |