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 | $1,410,261 | -0.8% | 19,930 | +1.8% | 0.06% | -3.5% |
| Q2 2023 | $1,422,248 | -22.2% | 19,585 | -21.7% | 0.06% | -27.8% |
| Q1 2023 | $1,828,755 | +7.4% | 24,997 | +10.9% | 0.08% | -1.2% |
| Q4 2022 | $1,703,276 | +12.4% | 22,548 | -1.1% | 0.08% | +1.3% |
| Q3 2022 | $1,515,000 | -3.6% | 22,810 | +4.0% | 0.08% | -3.7% |
| Q2 2022 | $1,571,000 | -1.1% | 21,928 | +9.0% | 0.08% | +3.8% |
| Q1 2022 | $1,588,000 | +64.2% | 20,124 | +68.3% | 0.08% | +64.6% |
| Q4 2021 | $967,000 | +49.9% | 11,960 | +37.7% | 0.05% | +29.7% |
| Q3 2021 | $645,000 | +44.6% | 8,685 | +47.4% | 0.04% | +37.0% |
| Q2 2021 | $446,000 | +4.7% | 5,894 | +0.9% | 0.03% | -20.6% |
| Q1 2021 | $426,000 | -7.6% | 5,844 | -29.9% | 0.03% | -12.8% |
| Q3 2020 | $461,000 | -11.2% | 8,332 | -16.9% | 0.04% | -18.8% |
| Q2 2020 | $519,000 | -0.8% | 10,024 | -13.8% | 0.05% | -15.8% |
| Q1 2020 | $523,000 | +31.1% | 11,634 | +68.8% | 0.06% | +29.5% |
| Q4 2019 | $399,000 | -21.8% | 6,894 | -25.9% | 0.04% | -29.0% |
| Q3 2019 | $510,000 | +5.6% | 9,304 | +2.3% | 0.06% | -1.6% |
| Q2 2019 | $483,000 | +87.2% | 9,098 | +84.4% | 0.06% | +65.8% |
| Q1 2019 | $258,000 | -8.2% | 4,933 | -14.0% | 0.04% | -32.1% |
| Q1 2018 | $281,000 | -2.4% | 5,736 | +1.9% | 0.06% | -9.7% |
| Q4 2017 | $288,000 | +15.7% | 5,628 | +5.8% | 0.06% | +8.8% |
| Q3 2017 | $249,000 | +9.2% | 5,321 | +5.4% | 0.06% | +3.6% |
| Q2 2017 | $228,000 | +3.6% | 5,047 | +2.4% | 0.06% | 0.0% |
| Q1 2017 | $220,000 | – | 4,927 | – | 0.06% | – |
Download | ||||||
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% |