Oakworth Capital, Inc. - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Oakworth Capital, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$21,157
-2.6%
2990.0%0.00%0.0%
Q2 2023$21,713
-0.7%
2990.0%0.00%0.0%
Q1 2023$21,875
-3.1%
2990.0%0.00%0.0%
Q4 2022$22,586
+12.9%
2990.0%0.00%0.0%
Q3 2022$20,000
-4.8%
2990.0%0.00%0.0%
Q2 2022$21,000
-12.5%
2990.0%0.00%0.0%
Q1 2022$24,0000.0%2990.0%0.00%0.0%
Q4 2021$24,000
+9.1%
2990.0%0.00%0.0%
Q3 2021$22,000
-4.3%
2990.0%0.00%0.0%
Q2 2021$23,000
-65.2%
299
-67.1%
0.00%
-71.4%
Q1 2021$66,000
+247.4%
910
+204.3%
0.01%
+250.0%
Q4 2020$19,000
+11.8%
2990.0%0.00%
-33.3%
Q3 2020$17,000
+13.3%
2990.0%0.00%0.0%
Q2 2020$15,000
+15.4%
2990.0%0.00%0.0%
Q1 2020$13,000
-23.5%
2990.0%0.00%0.0%
Q4 2019$17,000
+6.2%
2990.0%0.00%0.0%
Q3 2019$16,0000.0%2990.0%0.00%0.0%
Q2 2019$16,0000.0%2990.0%0.00%0.0%
Q1 2019$16,000
+14.3%
2990.0%0.00%0.0%
Q4 2018$14,000
-12.5%
2990.0%0.00%0.0%
Q3 2018$16,000
+6.7%
2990.0%0.00%0.0%
Q2 2018$15,000
+7.1%
2990.0%0.00%0.0%
Q1 2018$14,000–299–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders