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 | $731,022 | +110660.9% | 10,331 | +13.6% | 0.13% | +119.0% |
| Q2 2023 | $660 | +2.8% | 9,093 | +3.7% | 0.06% | +11.5% |
| Q1 2023 | $642 | -100.0% | 8,769 | +16.9% | 0.05% | +4.0% |
| Q4 2022 | $566,798,750 | +120495.5% | 7,503 | +6.0% | 0.05% | +8.7% |
| Q3 2022 | $470,000 | +13.5% | 7,076 | -46.5% | 0.05% | +9.5% |
| Q2 2022 | $414,000 | +45.3% | 13,235 | +266.7% | 0.04% | +75.0% |
| Q1 2022 | $285,000 | -18.1% | 3,609 | -16.2% | 0.02% | -20.0% |
| Q4 2021 | $348,000 | +8.8% | 4,309 | 0.0% | 0.03% | -14.3% |
| Q3 2021 | $320,000 | -13.5% | 4,309 | -15.1% | 0.04% | -25.5% |
| Q1 2021 | $370,000 | +16.0% | 5,074 | +0.6% | 0.05% | +4.4% |
| Q4 2020 | $319,000 | – | 5,044 | – | 0.04% | – |
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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% |