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 | $747,260 | -13.8% | 10,560 | -11.5% | 0.06% | -9.2% |
| Q2 2023 | $866,414 | -11.6% | 11,931 | -11.0% | 0.06% | -15.6% |
| Q1 2023 | $980,271 | +0.7% | 13,399 | +3.9% | 0.08% | -7.2% |
| Q4 2022 | $973,786 | +124.4% | 12,891 | +97.2% | 0.08% | +107.5% |
| Q3 2022 | $434,000 | -7.3% | 6,537 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $468,000 | +20.0% | 6,537 | +32.1% | 0.04% | +32.3% |
| Q1 2022 | $390,000 | -29.9% | 4,947 | -28.1% | 0.03% | -24.4% |
| Q4 2021 | $556,000 | -40.8% | 6,883 | -45.6% | 0.04% | -46.8% |
| Q3 2021 | $939,000 | -9.9% | 12,644 | -8.2% | 0.08% | -10.5% |
| Q2 2021 | $1,042,000 | -8.8% | 13,778 | -12.0% | 0.09% | -12.2% |
| Q1 2021 | $1,142,000 | +24.7% | 15,656 | +9.6% | 0.10% | -18.3% |
| Q4 2020 | $916,000 | +1848.9% | 14,283 | +1678.7% | 0.12% | +990.9% |
| Q4 2019 | $47,000 | +20.5% | 803 | 0.0% | 0.01% | -15.4% |
| Q1 2018 | $39,000 | – | 803 | – | 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% |