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 | $5,228,253 | +4.8% | 73,887 | +7.6% | 0.20% | +8.6% |
| Q2 2023 | $4,988,831 | +6.4% | 68,697 | +7.1% | 0.18% | -1.1% |
| Q1 2023 | $4,690,595 | +60.8% | 64,114 | +66.0% | 0.19% | +49.6% |
| Q4 2022 | $2,917,144 | +518.0% | 38,617 | +443.5% | 0.12% | +443.5% |
| Q3 2022 | $472,000 | +130.2% | 7,105 | +148.8% | 0.02% | +155.6% |
| Q2 2022 | $205,000 | -1.0% | 2,856 | +8.6% | 0.01% | +12.5% |
| Q1 2022 | $207,000 | -16.9% | 2,629 | -41.5% | 0.01% | -38.5% |
| Q3 2020 | $249,000 | +13.2% | 4,494 | -8.5% | 0.01% | -51.9% |
| Q1 2017 | $220,000 | -8.7% | 4,914 | -10.6% | 0.03% | -15.6% |
| Q4 2016 | $241,000 | -12.0% | 5,499 | -16.8% | 0.03% | -20.0% |
| Q3 2016 | $274,000 | – | 6,613 | – | 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% |