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 | $1,663,365 | -23.2% | 23,507 | -21.2% | 0.33% | -22.0% |
| Q2 2023 | $2,165,087 | -14.3% | 29,814 | -13.6% | 0.42% | -9.7% |
| Q1 2023 | $2,525,144 | -3.6% | 34,515 | -0.5% | 0.46% | -3.7% |
| Q4 2022 | $2,619,676 | +8.6% | 34,679 | -4.5% | 0.48% | -7.1% |
| Q3 2022 | $2,412,000 | -7.7% | 36,307 | -0.5% | 0.52% | -3.0% |
| Q2 2022 | $2,614,000 | -15.3% | 36,491 | -6.7% | 0.53% | +0.8% |
| Q1 2022 | $3,085,000 | -5.9% | 39,104 | -3.5% | 0.53% | 0.0% |
| Q4 2021 | $3,277,000 | +7.5% | 40,541 | -1.2% | 0.53% | -9.1% |
| Q3 2021 | $3,048,000 | -2.6% | 41,054 | -0.8% | 0.58% | -18.2% |
| Q2 2021 | $3,130,000 | +1.6% | 41,389 | -2.1% | 0.71% | -4.3% |
| Q1 2021 | $3,082,000 | +6.0% | 42,269 | -2.0% | 0.74% | +8.0% |
| Q4 2020 | $2,907,000 | +8.5% | 43,149 | -11.0% | 0.69% | -9.1% |
| Q3 2020 | $2,680,000 | +3.6% | 48,462 | -3.1% | 0.76% | +0.9% |
| Q2 2020 | $2,587,000 | +9.3% | 50,000 | -4.9% | 0.75% | -5.9% |
| Q1 2020 | $2,366,000 | -23.6% | 52,601 | -1.6% | 0.80% | -1.6% |
| Q4 2019 | $3,097,000 | +6.5% | 53,462 | +0.7% | 0.81% | -1.5% |
| Q3 2019 | $2,909,000 | +9.6% | 53,098 | +4.7% | 0.82% | +7.6% |
| Q2 2019 | $2,654,000 | +2915.9% | 50,738 | +2731.4% | 0.77% | +1602.2% |
| Q3 2018 | $88,000 | – | 1,792 | – | 0.04% | – |
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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% |