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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $998,000 | -5.8% | 13,201 | -4.5% | 0.33% | -3.5% |
| Q1 2021 | $1,060,000 | -87.8% | 13,821 | -89.8% | 0.34% | +88.5% |
| Q4 2020 | $8,716,000 | +17.8% | 135,888 | +1.6% | 0.18% | -35.8% |
| Q3 2020 | $7,400,000 | +38.9% | 133,807 | +29.9% | 0.28% | +31.3% |
| Q2 2020 | $5,329,000 | +37.9% | 102,973 | +19.9% | 0.22% | +4.8% |
| Q1 2020 | $3,863,000 | -59.8% | 85,888 | -48.3% | 0.21% | -39.7% |
| Q4 2019 | $9,619,000 | +1304.2% | 166,078 | +1228.3% | 0.34% | +1219.2% |
| Q3 2019 | $685,000 | +1.8% | 12,503 | -1.4% | 0.03% | -7.1% |
| Q2 2019 | $673,000 | +25.6% | 12,678 | +23.6% | 0.03% | +21.7% |
| Q1 2019 | $536,000 | +54.5% | 10,256 | +56.5% | 0.02% | +53.3% |
| Q4 2018 | $347,000 | 0.0% | 6,555 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $347,000 | – | 6,555 | – | 0.02% | – |
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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% |