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 | $437,130 | +69.1% | 6,178 | +80.5% | 0.10% | +56.5% |
| Q2 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $258,498 | +22.5% | 3,422 | +13.3% | 0.06% | +14.8% |
| Q3 2022 | $211,000 | +35.3% | 3,021 | +39.7% | 0.05% | +38.5% |
| Q2 2022 | $156,000 | -23.5% | 2,162 | -16.5% | 0.04% | -17.0% |
| Q1 2022 | $204,000 | +12.1% | 2,588 | +14.7% | 0.05% | +6.8% |
| Q4 2021 | $182,000 | +9.0% | 2,256 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $167,000 | -2.3% | 2,256 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $171,000 | +3.6% | 2,256 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $165,000 | +42.2% | 2,256 | +24.7% | 0.05% | +29.7% |
| Q4 2020 | $116,000 | +50.6% | 1,809 | +30.0% | 0.04% | +146.7% |
| Q3 2020 | $77,000 | +79.1% | 1,392 | +68.5% | 0.02% | -6.2% |
| Q2 2020 | $43,000 | +186.7% | 826 | +154.9% | 0.02% | +128.6% |
| Q1 2020 | $15,000 | -21.1% | 324 | +1.2% | 0.01% | -12.5% |
| Q4 2019 | $19,000 | -24.0% | 320 | -31.0% | 0.01% | -11.1% |
| Q3 2019 | $25,000 | +4.2% | 464 | +0.9% | 0.01% | -10.0% |
| Q2 2019 | $24,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | -80.0% | 460 | -82.1% | 0.01% | -83.1% |
| Q4 2018 | $120,000 | – | 2,563 | – | 0.06% | – |
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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% |