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 | $1,829 | +9.2% | 25,845 | +12.0% | 0.14% | +21.6% |
| Q2 2023 | $1,675 | -0.9% | 23,069 | -0.2% | 0.12% | -8.7% |
| Q1 2023 | $1,691 | -2.1% | 23,114 | +1.1% | 0.13% | +3.3% |
| Q4 2022 | $1,727 | -99.9% | 22,864 | -1.1% | 0.12% | -1.6% |
| Q3 2022 | $1,535,000 | -9.9% | 23,113 | -2.8% | 0.12% | -8.8% |
| Q2 2022 | $1,704,000 | -11.2% | 23,783 | -2.2% | 0.14% | +0.7% |
| Q1 2022 | $1,918,000 | -3.3% | 24,308 | -0.9% | 0.14% | +5.4% |
| Q4 2021 | $1,983,000 | +4.6% | 24,528 | -3.9% | 0.13% | +1.6% |
| Q3 2021 | $1,895,000 | -3.1% | 25,524 | -1.3% | 0.13% | +1.6% |
| Q2 2021 | $1,955,000 | +0.9% | 25,852 | -2.7% | 0.12% | -2.3% |
| Q1 2021 | $1,938,000 | +3.7% | 26,572 | -8.8% | 0.13% | -0.8% |
| Q4 2020 | $1,869,000 | +7.8% | 29,132 | -7.1% | 0.13% | +9.3% |
| Q3 2020 | $1,733,000 | -2.9% | 31,344 | -9.1% | 0.12% | -4.1% |
| Q2 2020 | $1,784,000 | – | 34,474 | – | 0.12% | – |
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% |