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 | $2,754,972 | +0.5% | 38,937 | +3.1% | 0.44% | +8.6% |
| Q2 2023 | $2,741,691 | +29.8% | 37,756 | +30.8% | 0.41% | +27.8% |
| Q1 2023 | $2,112,187 | +95690.8% | 28,873 | -1.1% | 0.32% | -10.4% |
| Q4 2022 | $2,205 | -99.9% | 29,193 | +0.5% | 0.36% | -15.4% |
| Q3 2022 | $1,930,000 | -5.6% | 29,049 | +1.8% | 0.42% | -4.3% |
| Q2 2022 | $2,044,000 | +41.0% | 28,543 | +55.3% | 0.44% | +55.8% |
| Q1 2022 | $1,450,000 | +998.5% | 18,377 | +1021.2% | 0.28% | +812.9% |
| Q4 2021 | $132,000 | +25.7% | 1,639 | +15.7% | 0.03% | +14.8% |
| Q3 2021 | $105,000 | +2.9% | 1,417 | +4.7% | 0.03% | -62.5% |
| Q2 2021 | $102,000 | -23.9% | 1,353 | -26.3% | 0.07% | -25.8% |
| Q1 2021 | $134,000 | +31.4% | 1,835 | +15.5% | 0.10% | +19.8% |
| Q4 2020 | $102,000 | +24.4% | 1,589 | +6.9% | 0.08% | +17.4% |
| Q3 2020 | $82,000 | +173.3% | 1,486 | +155.3% | 0.07% | +137.9% |
| Q2 2020 | $30,000 | -100.0% | 582 | -81.8% | 0.03% | -49.1% |
| Q4 2015 | $123,392,000 | +107197.4% | 3,200 | 0.0% | 0.06% | -12.3% |
| Q3 2015 | $115,000 | -54.9% | 3,200 | -51.9% | 0.06% | -59.1% |
| Q2 2015 | $255,000 | – | 6,650 | – | 0.16% | – |
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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% |