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 | $1,745,448 | -3.2% | 24,667 | -0.7% | 0.21% | 0.0% |
| Q2 2023 | $1,803,192 | -2.1% | 24,831 | -1.4% | 0.21% | -7.8% |
| Q1 2023 | $1,841,727 | -2.3% | 25,174 | +0.9% | 0.23% | -3.8% |
| Q4 2022 | $1,884,366 | +31.1% | 24,945 | +15.3% | 0.24% | +20.7% |
| Q3 2022 | $1,437,000 | -8.1% | 21,632 | -0.8% | 0.20% | -2.5% |
| Q2 2022 | $1,563,000 | -7.9% | 21,815 | +1.4% | 0.20% | +3.6% |
| Q1 2022 | $1,697,000 | -7.1% | 21,510 | -4.8% | 0.20% | -7.5% |
| Q4 2021 | $1,826,000 | +6.8% | 22,592 | -1.9% | 0.21% | -5.8% |
| Q3 2021 | $1,710,000 | +12.0% | 23,036 | +14.1% | 0.22% | +6.1% |
| Q2 2021 | $1,527,000 | +1.7% | 20,192 | -1.9% | 0.21% | -7.0% |
| Q1 2021 | $1,501,000 | +3.3% | 20,587 | -9.1% | 0.23% | -7.3% |
| Q4 2020 | $1,453,000 | +1.5% | 22,660 | -12.4% | 0.25% | -11.8% |
| Q3 2020 | $1,431,000 | +5.9% | 25,875 | -0.9% | 0.28% | -4.1% |
| Q2 2020 | $1,351,000 | +4.5% | 26,115 | -9.2% | 0.29% | -14.2% |
| Q1 2020 | $1,293,000 | -24.3% | 28,751 | -2.6% | 0.34% | -5.6% |
| Q4 2019 | $1,709,000 | +6.3% | 29,510 | +0.5% | 0.36% | -4.5% |
| Q3 2019 | $1,608,000 | +7.6% | 29,353 | +4.2% | 0.38% | +3.3% |
| Q2 2019 | $1,495,000 | +5.9% | 28,164 | +4.3% | 0.36% | +0.8% |
| Q1 2019 | $1,412,000 | +21.2% | 26,999 | +12.0% | 0.36% | +8.7% |
| Q4 2018 | $1,165,000 | -47.0% | 24,096 | -43.9% | 0.33% | +10.7% |
| Q3 2018 | $2,199,000 | +112.1% | 42,953 | +104.2% | 0.30% | +2.7% |
| Q2 2018 | $1,037,000 | +15.1% | 21,032 | +14.4% | 0.29% | +9.4% |
| Q1 2018 | $901,000 | -0.2% | 18,382 | +4.2% | 0.27% | 0.0% |
| Q4 2017 | $903,000 | +12.6% | 17,642 | +3.0% | 0.27% | -0.4% |
| Q3 2017 | $802,000 | +9.7% | 17,127 | +5.6% | 0.27% | +3.5% |
| Q2 2017 | $731,000 | +8.1% | 16,212 | +6.9% | 0.26% | +6.6% |
| Q1 2017 | $676,000 | +62.9% | 15,168 | +59.3% | 0.24% | +50.0% |
| Q4 2016 | $415,000 | +5.9% | 9,520 | +2.7% | 0.16% | +5.9% |
| Q3 2016 | $392,000 | +13.3% | 9,270 | +11.0% | 0.15% | +7.7% |
| Q2 2016 | $346,000 | +7.1% | 8,355 | +3.6% | 0.14% | +5.2% |
| Q1 2016 | $323,000 | +26.2% | 8,065 | +21.6% | 0.14% | +8.9% |
| Q4 2015 | $256,000 | +10.8% | 6,630 | +3.1% | 0.12% | +4.2% |
| Q3 2015 | $231,000 | – | 6,430 | – | 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% |