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 | $14,152 | -2.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,524 | -60.3% | 200 | -60.0% | 0.00% | 0.0% |
| Q1 2023 | $36,580 | -3.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $37,770 | -77.2% | 500 | -80.0% | 0.00% | -85.7% |
| Q3 2022 | $166,000 | -48.4% | 2,502 | -44.4% | 0.01% | -36.4% |
| Q2 2022 | $322,000 | +1.6% | 4,500 | +12.1% | 0.01% | -35.3% |
| Q1 2022 | $317,000 | -32.4% | 4,016 | -30.8% | 0.02% | +21.4% |
| Q4 2021 | $469,000 | +7.1% | 5,800 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $438,000 | +5.8% | 5,906 | +7.6% | 0.01% | -36.4% |
| Q2 2021 | $414,000 | +38.9% | 5,487 | +34.0% | 0.02% | +29.4% |
| Q1 2021 | $298,000 | +15.5% | 4,094 | +1.9% | 0.02% | 0.0% |
| Q4 2020 | $258,000 | +16.2% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $222,000 | +6.7% | 4,016 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $208,000 | +14.9% | 4,016 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $181,000 | -22.3% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $233,000 | +5.9% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $220,000 | +2.3% | 4,016 | -0.9% | 0.02% | 0.0% |
| Q2 2019 | $215,000 | +5.4% | 4,053 | +4.0% | 0.02% | +6.2% |
| Q1 2019 | $204,000 | +7.9% | 3,898 | -3.4% | 0.02% | -5.9% |
| Q4 2018 | $189,000 | -11.7% | 4,034 | -0.0% | 0.02% | 0.0% |
| Q3 2018 | $214,000 | +96.3% | 4,035 | +82.5% | 0.02% | +88.9% |
| Q2 2018 | $109,000 | +1262.5% | 2,211 | +1005.5% | 0.01% | +800.0% |
| Q4 2014 | $8,000 | – | 200 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
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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% |