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 | $910,057 | -6.9% | 12,861 | -4.4% | 0.38% | -11.2% |
| Q2 2023 | $976,993 | -6.7% | 13,453 | -6.0% | 0.43% | -12.7% |
| Q1 2023 | $1,047,455 | -10.0% | 14,317 | -7.1% | 0.49% | -17.5% |
| Q4 2022 | $1,164,123 | +59.0% | 15,411 | +39.9% | 0.59% | +51.5% |
| Q3 2022 | $732,000 | -8.2% | 11,019 | -1.0% | 0.39% | -1.0% |
| Q2 2022 | $797,000 | -8.5% | 11,132 | +0.8% | 0.40% | +16.5% |
| Q1 2022 | $871,000 | -2.4% | 11,043 | +0.1% | 0.34% | -3.4% |
| Q4 2021 | $892,000 | +10.3% | 11,030 | +1.3% | 0.35% | +7.6% |
| Q3 2021 | $809,000 | -9.9% | 10,892 | -8.2% | 0.33% | -8.4% |
| Q2 2021 | $898,000 | +8.1% | 11,869 | +4.2% | 0.36% | -0.8% |
| Q1 2021 | $831,000 | +23.5% | 11,391 | +8.6% | 0.36% | +37.9% |
| Q4 2020 | $673,000 | +11.8% | 10,486 | -3.6% | 0.26% | -3.7% |
| Q3 2020 | $602,000 | +39.4% | 10,882 | +30.4% | 0.27% | +27.2% |
| Q2 2020 | $432,000 | +80.0% | 8,346 | +84.2% | 0.21% | +119.6% |
| Q3 2018 | $240,000 | +6.2% | 4,530 | -1.4% | 0.10% | -5.8% |
| Q2 2018 | $226,000 | -19.9% | 4,594 | -20.0% | 0.10% | -19.5% |
| Q1 2018 | $282,000 | -17.3% | 5,745 | -13.8% | 0.13% | -12.9% |
| Q4 2017 | $341,000 | -16.8% | 6,661 | -23.9% | 0.15% | -15.0% |
| Q3 2017 | $410,000 | -5.5% | 8,754 | -9.1% | 0.17% | -12.6% |
| Q2 2017 | $434,000 | -3.1% | 9,633 | -4.1% | 0.20% | -5.3% |
| Q1 2017 | $448,000 | +1.1% | 10,044 | -1.3% | 0.21% | -26.7% |
| Q4 2016 | $443,000 | +3.5% | 10,176 | +0.6% | 0.28% | +30.7% |
| Q3 2016 | $428,000 | -16.6% | 10,111 | -18.3% | 0.22% | -18.4% |
| Q2 2016 | $513,000 | +1.2% | 12,381 | -2.1% | 0.27% | -1.1% |
| Q1 2016 | $507,000 | -6.3% | 12,650 | -9.9% | 0.27% | -10.9% |
| Q4 2015 | $541,000 | +11.5% | 14,036 | +4.1% | 0.30% | +5.6% |
| Q3 2015 | $485,000 | -2.4% | 13,478 | +3.8% | 0.29% | -15.3% |
| Q2 2015 | $497,000 | +13.0% | 12,985 | +16.3% | 0.34% | +11.5% |
| Q1 2015 | $440,000 | +10.0% | 11,166 | +11.3% | 0.30% | +5.6% |
| Q4 2014 | $400,000 | +41.3% | 10,034 | +36.8% | 0.29% | +37.8% |
| Q3 2014 | $283,000 | +5.6% | 7,334 | +4.5% | 0.21% | +7.7% |
| Q2 2014 | $268,000 | +21.3% | 7,015 | +16.8% | 0.19% | +13.5% |
| Q1 2014 | $221,000 | +6.2% | 6,004 | +5.7% | 0.17% | +2.4% |
| Q4 2013 | $208,000 | – | 5,681 | – | 0.17% | – |
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% |