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 | $47,111,393 | +0.8% | 665,791 | +3.4% | 0.74% | -0.1% |
| Q2 2023 | $46,742,687 | +2.6% | 643,661 | +3.4% | 0.74% | -2.9% |
| Q1 2023 | $45,553,691 | +11.0% | 622,658 | +14.7% | 0.76% | +2.0% |
| Q4 2022 | $41,023,380 | +24.2% | 543,068 | +9.2% | 0.74% | -14.8% |
| Q3 2022 | $33,027,000 | -1.1% | 497,167 | +6.6% | 0.87% | +14.9% |
| Q2 2022 | $33,403,000 | +23.4% | 466,333 | +35.9% | 0.76% | +40.7% |
| Q1 2022 | $27,067,000 | +131.7% | 343,096 | +137.4% | 0.54% | +127.8% |
| Q4 2021 | $11,682,000 | +5.1% | 144,531 | -3.5% | 0.24% | +9.7% |
| Q3 2021 | $11,120,000 | +72.8% | 149,787 | +76.1% | 0.22% | +42.1% |
| Q2 2021 | $6,434,000 | +2.5% | 85,082 | -1.2% | 0.15% | -12.1% |
| Q1 2021 | $6,279,000 | +38.6% | 86,107 | +21.9% | 0.17% | +19.3% |
| Q4 2020 | $4,529,000 | +142.3% | 70,617 | +108.9% | 0.14% | +107.1% |
| Q3 2020 | $1,869,000 | +13.1% | 33,806 | +5.8% | 0.07% | 0.0% |
| Q2 2020 | $1,653,000 | +6.3% | 31,944 | -7.6% | 0.07% | -15.7% |
| Q1 2020 | $1,555,000 | -24.1% | 34,574 | -2.2% | 0.08% | -4.6% |
| Q4 2019 | $2,048,000 | +18.4% | 35,352 | +11.2% | 0.09% | +14.5% |
| Q3 2019 | $1,730,000 | +26.6% | 31,794 | +23.5% | 0.08% | +24.6% |
| Q2 2019 | $1,367,000 | +1.2% | 25,740 | -0.8% | 0.06% | -9.0% |
| Q1 2019 | $1,351,000 | +11.3% | 25,940 | +0.5% | 0.07% | -5.6% |
| Q4 2018 | $1,214,000 | -12.9% | 25,819 | -1.7% | 0.07% | +4.4% |
| Q3 2018 | $1,394,000 | +61.9% | 26,261 | +50.2% | 0.07% | +36.0% |
| Q2 2018 | $861,000 | +13.6% | 17,487 | +13.2% | 0.05% | +8.7% |
| Q1 2018 | $758,000 | +3.6% | 15,446 | +7.3% | 0.05% | +2.2% |
| Q4 2017 | $732,000 | +38.9% | 14,395 | +27.9% | 0.04% | +40.6% |
| Q3 2017 | $527,000 | -2.9% | 11,255 | -4.7% | 0.03% | -5.9% |
| Q2 2017 | $543,000 | +29.9% | 11,815 | +24.9% | 0.03% | +21.4% |
| Q1 2017 | $418,000 | +4.2% | 9,456 | +2.6% | 0.03% | -6.7% |
| Q4 2016 | $401,000 | +5.5% | 9,219 | +2.2% | 0.03% | +3.4% |
| Q3 2016 | $380,000 | -8.2% | 9,017 | -11.0% | 0.03% | -9.4% |
| Q2 2016 | $414,000 | – | 10,133 | – | 0.03% | – |
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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% |