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 | $61,066 | -2.6% | 863 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $62,672 | +26.0% | 863 | +26.9% | 0.01% | +20.0% |
| Q1 2023 | $49,749 | -3.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $51,367 | +14.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -8.2% | 680 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -22.2% | 680 | -15.0% | 0.01% | -16.7% |
| Q1 2022 | $63,000 | -26.7% | 800 | -24.9% | 0.01% | -25.0% |
| Q4 2021 | $86,000 | +8.9% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $79,000 | +229.2% | 1,065 | +239.2% | 0.01% | +100.0% |
| Q2 2021 | $24,000 | +1100.0% | 314 | +1156.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -99.1% | 25 | -99.0% | 0.00% | -100.0% |
| Q2 2016 | $108,000 | +3.8% | 2,615 | +0.8% | 0.03% | -3.2% |
| Q1 2016 | $104,000 | +10300.0% | 2,594 | +10276.0% | 0.03% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | – | 25 | – | 0.00% | – |
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% |