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 | $316,251 | -38.8% | 4,469 | -37.2% | 0.07% | -41.5% |
| Q2 2023 | $516,765 | -43.0% | 7,116 | -42.5% | 0.12% | -42.8% |
| Q1 2023 | $906,167 | -5.7% | 12,386 | -2.7% | 0.22% | -5.3% |
| Q4 2022 | $961,450 | +19.6% | 12,728 | +5.2% | 0.23% | +17.0% |
| Q3 2022 | $804,000 | -4.6% | 12,101 | +2.9% | 0.19% | -2.5% |
| Q2 2022 | $843,000 | -18.8% | 11,762 | -10.6% | 0.20% | -5.2% |
| Q1 2022 | $1,038,000 | -7.2% | 13,156 | -4.9% | 0.21% | -10.6% |
| Q4 2021 | $1,118,000 | -3.4% | 13,834 | -11.2% | 0.24% | -10.3% |
| Q3 2021 | $1,157,000 | -3.7% | 15,581 | -2.0% | 0.26% | -3.7% |
| Q2 2021 | $1,202,000 | +21.3% | 15,898 | +17.0% | 0.27% | +7.1% |
| Q1 2021 | $991,000 | +34.6% | 13,589 | +18.4% | 0.25% | +25.7% |
| Q4 2020 | $736,000 | +22.7% | 11,474 | +5.8% | 0.20% | +8.0% |
| Q3 2020 | $600,000 | -37.4% | 10,848 | -41.4% | 0.19% | -47.8% |
| Q2 2020 | $958,000 | -8.4% | 18,512 | -12.5% | 0.36% | -18.1% |
| Q1 2020 | $1,046,000 | -15.4% | 21,147 | -1.0% | 0.44% | -12.4% |
| Q4 2019 | $1,237,000 | -1.8% | 21,353 | -7.2% | 0.50% | -11.4% |
| Q3 2019 | $1,260,000 | – | 22,999 | – | 0.56% | – |
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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% |