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 2022 | $629,000 | -9.1% | 8,777 | 0.0% | 0.19% | +42.9% |
| Q1 2022 | $692,000 | -2.4% | 8,777 | 0.0% | 0.13% | +1.5% |
| Q4 2021 | $709,000 | +8.7% | 8,777 | 0.0% | 0.13% | +17.0% |
| Q3 2021 | $652,000 | -1.8% | 8,777 | 0.0% | 0.11% | -4.3% |
| Q2 2021 | $664,000 | +0.8% | 8,777 | -2.8% | 0.12% | -12.0% |
| Q1 2021 | $659,000 | +13.2% | 9,034 | -0.5% | 0.13% | +3.9% |
| Q4 2020 | $582,000 | +16.2% | 9,080 | +0.1% | 0.13% | -5.2% |
| Q3 2020 | $501,000 | +7.3% | 9,067 | +0.4% | 0.14% | -10.6% |
| Q2 2020 | $467,000 | +15.0% | 9,027 | 0.0% | 0.15% | -6.2% |
| Q1 2020 | $406,000 | -22.4% | 9,027 | 0.0% | 0.16% | -8.0% |
| Q4 2019 | $523,000 | +5.9% | 9,027 | 0.0% | 0.18% | -4.9% |
| Q3 2019 | $494,000 | +3.1% | 9,027 | 0.0% | 0.18% | -0.5% |
| Q2 2019 | $479,000 | +1.5% | 9,027 | 0.0% | 0.18% | -7.0% |
| Q1 2019 | $472,000 | +11.3% | 9,027 | 0.0% | 0.20% | -2.0% |
| Q4 2018 | $424,000 | -11.3% | 9,027 | 0.0% | 0.20% | -2.9% |
| Q3 2018 | $478,000 | +7.4% | 9,027 | 0.0% | 0.21% | -2.3% |
| Q2 2018 | $445,000 | – | 9,027 | – | 0.21% | – |
Download | ||||||
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% |