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 | $23,284,262 | +0.0% | 329,059 | +2.7% | 5.56% | +0.8% |
| Q2 2023 | $23,278,843 | -0.1% | 320,556 | +0.6% | 5.51% | -3.7% |
| Q1 2023 | $23,308,257 | +92.9% | 318,592 | +99.2% | 5.72% | +38.5% |
| Q4 2022 | $12,081,599 | +410.8% | 159,936 | +349.2% | 4.13% | +416.9% |
| Q3 2022 | $2,365,000 | +96.8% | 35,602 | +112.1% | 0.80% | +98.8% |
| Q2 2022 | $1,202,000 | -1.6% | 16,784 | +8.3% | 0.40% | +18.6% |
| Q1 2022 | $1,222,000 | +18.9% | 15,491 | +21.7% | 0.34% | +17.3% |
| Q4 2021 | $1,028,000 | +13.1% | 12,726 | +3.9% | 0.29% | +5.5% |
| Q3 2021 | $909,000 | -3.3% | 12,246 | -1.6% | 0.27% | -2.1% |
| Q2 2021 | $940,000 | +3.0% | 12,441 | -0.6% | 0.28% | -2.1% |
| Q1 2021 | $913,000 | +14.3% | 12,521 | +0.4% | 0.29% | +10.0% |
| Q4 2020 | $799,000 | +16.5% | 12,467 | +0.5% | 0.26% | +2.4% |
| Q3 2020 | $686,000 | +13.8% | 12,410 | +6.5% | 0.25% | +15.5% |
| Q2 2020 | $603,000 | +29.4% | 11,658 | +12.4% | 0.22% | +20.2% |
| Q1 2020 | $466,000 | +253.0% | 10,372 | +352.9% | 0.18% | +315.9% |
| Q4 2019 | $132,000 | +6.5% | 2,290 | +0.8% | 0.04% | 0.0% |
| Q3 2019 | $124,000 | +15.9% | 2,272 | +11.8% | 0.04% | +12.8% |
| Q2 2019 | $107,000 | +3466.7% | 2,032 | +2802.9% | 0.04% | +3800.0% |
| Q1 2019 | $3,000 | -89.7% | 70 | -89.0% | 0.00% | -91.7% |
| Q4 2018 | $29,000 | +16.0% | 634 | +33.2% | 0.01% | +20.0% |
| Q3 2018 | $25,000 | -28.6% | 476 | -33.1% | 0.01% | -28.6% |
| Q2 2018 | $35,000 | -87.0% | 711 | -87.1% | 0.01% | -87.5% |
| Q1 2018 | $270,000 | +42.9% | 5,512 | +49.2% | 0.11% | +36.6% |
| Q4 2017 | $189,000 | +759.1% | 3,694 | +657.0% | 0.08% | +720.0% |
| Q3 2017 | $22,000 | – | 488 | – | 0.01% | – |
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% |