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 | $250,000 | -9.1% | 3,488 | +0.2% | 0.18% | +22.4% |
| Q1 2022 | $275,000 | -2.1% | 3,480 | +0.1% | 0.14% | +6.7% |
| Q4 2021 | $281,000 | +9.8% | 3,475 | +0.8% | 0.13% | +6.3% |
| Q3 2021 | $256,000 | -81.1% | 3,448 | -85.9% | 0.13% | -88.7% |
| Q3 2020 | $1,353,000 | +45.5% | 24,468 | +36.1% | 1.12% | +29.0% |
| Q2 2020 | $930,000 | +17.1% | 17,982 | +1.8% | 0.86% | +13.8% |
| Q1 2020 | $794,000 | -34.8% | 17,671 | -16.0% | 0.76% | -26.8% |
| Q4 2019 | $1,218,000 | +9.2% | 21,044 | +3.4% | 1.04% | +0.5% |
| Q3 2019 | $1,115,000 | +7.0% | 20,356 | +3.6% | 1.03% | -1.6% |
| Q2 2019 | $1,042,000 | -35.2% | 19,650 | -36.1% | 1.05% | -45.7% |
| Q1 2019 | $1,608,000 | +11.5% | 30,749 | +0.2% | 1.94% | -17.9% |
| Q4 2018 | $1,442,000 | – | 30,698 | – | 2.36% | – |
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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% |