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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,348,000 | +5.2% | 17,821 | +1.5% | 0.70% | +28.8% |
| Q1 2021 | $1,281,000 | +19.9% | 17,564 | +5.5% | 0.54% | +8.6% |
| Q4 2020 | $1,068,000 | +23.6% | 16,647 | +6.5% | 0.50% | +13.3% |
| Q3 2020 | $864,000 | +2.4% | 15,625 | -4.2% | 0.44% | -1.3% |
| Q2 2020 | $844,000 | +27.3% | 16,312 | +10.7% | 0.45% | +6.9% |
| Q1 2020 | $663,000 | -32.9% | 14,730 | -13.6% | 0.42% | -5.4% |
| Q4 2019 | $988,000 | +7.2% | 17,052 | +1.4% | 0.44% | +5.0% |
| Q3 2019 | $922,000 | +3.4% | 16,823 | +0.1% | 0.42% | +3.2% |
| Q2 2019 | $892,000 | +7.7% | 16,805 | +6.1% | 0.41% | +14.8% |
| Q1 2019 | $828,000 | +11.3% | 15,845 | 0.0% | 0.36% | +1.7% |
| Q4 2018 | $744,000 | -1.2% | 15,845 | +11.5% | 0.35% | +24.9% |
| Q3 2018 | $753,000 | +5.8% | 14,205 | -1.7% | 0.28% | -5.1% |
| Q2 2018 | $712,000 | -3.0% | 14,455 | -3.5% | 0.30% | +40.3% |
| Q1 2018 | $734,000 | +50.1% | 14,976 | +56.6% | 0.21% | +47.6% |
| Q4 2017 | $489,000 | +234.9% | 9,566 | +206.5% | 0.14% | +191.8% |
| Q3 2017 | $146,000 | +239.5% | 3,121 | +229.9% | 0.05% | +226.7% |
| Q2 2017 | $43,000 | – | 946 | – | 0.02% | – |
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% |