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 | $4,565,694 | -9.9% | 64,524 | -7.5% | 0.06% | -9.7% |
| Q2 2023 | $5,067,418 | +218.3% | 69,780 | +231.1% | 0.07% | +148.3% |
| Q1 2023 | $1,591,843 | 0.0% | 21,073 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,591,843 | -31.4% | 21,073 | -39.7% | 0.03% | -38.3% |
| Q3 2022 | $2,321,000 | -4.6% | 34,940 | +2.9% | 0.05% | -2.1% |
| Q2 2022 | $2,433,000 | +7.7% | 33,971 | +18.6% | 0.05% | +6.7% |
| Q1 2022 | $2,260,000 | +3.8% | 28,643 | +6.4% | 0.04% | +7.1% |
| Q4 2021 | $2,177,000 | +10.1% | 26,927 | +1.1% | 0.04% | +2.4% |
| Q3 2021 | $1,978,000 | -4.1% | 26,647 | -2.3% | 0.04% | -18.0% |
| Q2 2021 | $2,062,000 | +247.7% | 27,272 | +235.2% | 0.05% | +72.4% |
| Q1 2021 | $593,000 | +5.7% | 8,136 | -7.0% | 0.03% | 0.0% |
| Q4 2020 | $561,000 | +167.1% | 8,749 | +115.8% | 0.03% | +45.0% |
| Q2 2020 | $210,000 | -20.8% | 4,054 | -31.3% | 0.02% | -23.1% |
| Q1 2020 | $265,000 | +18.3% | 5,902 | +52.3% | 0.03% | +23.8% |
| Q4 2019 | $224,000 | +1.4% | 3,874 | -30.1% | 0.02% | -75.3% |
| Q4 2014 | $221,000 | – | 5,546 | – | 0.08% | – |
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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% |