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 | $294,503 | -2.1% | 4,162 | +0.5% | 0.01% | +14.3% |
| Q2 2023 | $300,720 | +65.0% | 4,141 | +66.2% | 0.01% | +40.0% |
| Q1 2023 | $182,308 | +78.2% | 2,492 | +84.0% | 0.01% | +66.7% |
| Q4 2022 | $102,281 | +20.3% | 1,354 | +6.0% | 0.00% | +50.0% |
| Q3 2022 | $85,000 | -19.8% | 1,277 | -13.8% | 0.00% | -33.3% |
| Q2 2022 | $106,000 | +1.0% | 1,481 | +11.4% | 0.00% | 0.0% |
| Q1 2022 | $105,000 | +7.1% | 1,330 | +9.0% | 0.00% | 0.0% |
| Q4 2021 | $98,000 | +22.5% | 1,220 | +13.0% | 0.00% | +50.0% |
| Q3 2021 | $80,000 | +196.3% | 1,080 | +200.0% | 0.00% | +100.0% |
| Q2 2021 | $27,000 | +12.5% | 360 | +7.5% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 335 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +22.2% | 344 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 343 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 343 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -21.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | -48.6% | 343 | -49.4% | 0.00% | -50.0% |
| Q3 2019 | $37,000 | – | 678 | – | 0.00% | – |
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% |