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 | $1,367,811 | -2.2% | 19,330 | +0.4% | 0.74% | +4.4% |
| Q2 2023 | $1,398,233 | -0.6% | 19,254 | +0.1% | 0.71% | -6.5% |
| Q1 2023 | $1,406,789 | -48.9% | 19,229 | -47.3% | 0.76% | -1.2% |
| Q4 2022 | $2,754,790 | +142.9% | 36,468 | +113.6% | 0.77% | +21.7% |
| Q3 2022 | $1,134,000 | -7.3% | 17,074 | +0.0% | 0.63% | +4.7% |
| Q2 2022 | $1,223,000 | -9.1% | 17,071 | +0.0% | 0.60% | +6.5% |
| Q1 2022 | $1,346,000 | -6.9% | 17,064 | -4.6% | 0.56% | -1.2% |
| Q4 2021 | $1,445,000 | +10.8% | 17,886 | +1.8% | 0.57% | -2.4% |
| Q3 2021 | $1,304,000 | -3.3% | 17,575 | -1.5% | 0.59% | +0.2% |
| Q2 2021 | $1,349,000 | -0.2% | 17,851 | -3.7% | 0.58% | -11.0% |
| Q1 2021 | $1,352,000 | +10.9% | 18,542 | -2.4% | 0.66% | +8.2% |
| Q4 2020 | $1,219,000 | +13.1% | 19,005 | -2.5% | 0.61% | -3.2% |
| Q3 2020 | $1,078,000 | -1.9% | 19,490 | -8.2% | 0.63% | -8.3% |
| Q2 2020 | $1,099,000 | +8.9% | 21,239 | -5.3% | 0.68% | -4.9% |
| Q1 2020 | $1,009,000 | -24.8% | 22,424 | -3.2% | 0.72% | -6.6% |
| Q4 2019 | $1,341,000 | +6.2% | 23,166 | +0.4% | 0.77% | -4.9% |
| Q3 2019 | $1,263,000 | +4.1% | 23,065 | +0.9% | 0.81% | +2.5% |
| Q2 2019 | $1,213,000 | +8.0% | 22,851 | +6.4% | 0.79% | +3.7% |
| Q1 2019 | $1,123,000 | +12.8% | 21,486 | +1.3% | 0.76% | -0.5% |
| Q4 2018 | $996,000 | -12.7% | 21,220 | -1.5% | 0.77% | +1.7% |
| Q3 2018 | $1,141,000 | +14.4% | 21,544 | +6.5% | 0.75% | +4.3% |
| Q2 2018 | $997,000 | +7.2% | 20,235 | +6.7% | 0.72% | +4.9% |
| Q1 2018 | $930,000 | -3.0% | 18,973 | +1.1% | 0.69% | +2.8% |
| Q4 2017 | $959,000 | +12.3% | 18,758 | +2.8% | 0.67% | +6.5% |
| Q3 2017 | $854,000 | +16.5% | 18,241 | +12.2% | 0.63% | +15.4% |
| Q2 2017 | $733,000 | +4.6% | 16,251 | +3.3% | 0.54% | +1.5% |
| Q1 2017 | $701,000 | +7.5% | 15,733 | +5.2% | 0.54% | +1.1% |
| Q4 2016 | $652,000 | +10.5% | 14,962 | +7.2% | 0.53% | +2.7% |
| Q3 2016 | $590,000 | +29.7% | 13,962 | +27.1% | 0.52% | +36.1% |
| Q2 2016 | $455,000 | +5.3% | 10,987 | +1.9% | 0.38% | +1.9% |
| Q1 2016 | $432,000 | +3.1% | 10,782 | -0.8% | 0.37% | +0.8% |
| Q4 2015 | $419,000 | +8.5% | 10,873 | +1.2% | 0.37% | +3.7% |
| Q3 2015 | $386,000 | -4.9% | 10,747 | +1.3% | 0.36% | +2.9% |
| Q2 2015 | $406,000 | +4.6% | 10,604 | +7.6% | 0.35% | +8.1% |
| Q1 2015 | $388,000 | – | 9,854 | – | 0.32% | – |
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% |