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 | $29,233,596 | +0.6% | 413,137 | +3.2% | 11.56% | +2.9% |
| Q2 2023 | $29,058,388 | +5.3% | 400,143 | +6.1% | 11.23% | -0.6% |
| Q1 2023 | $27,597,367 | +27.2% | 377,219 | +31.3% | 11.30% | +5.4% |
| Q4 2022 | $21,703,787 | +178.0% | 287,315 | +144.5% | 10.72% | +176.2% |
| Q3 2022 | $7,807,000 | +59.9% | 117,522 | +72.5% | 3.88% | +73.7% |
| Q2 2022 | $4,881,000 | -12.3% | 68,147 | -3.4% | 2.23% | -0.7% |
| Q1 2022 | $5,563,000 | -6.0% | 70,521 | -3.7% | 2.25% | -5.9% |
| Q4 2021 | $5,921,000 | +8.8% | 73,256 | -0.1% | 2.39% | -1.2% |
| Q3 2021 | $5,442,000 | -1.1% | 73,297 | +0.7% | 2.42% | -2.4% |
| Q2 2021 | $5,502,000 | -1.1% | 72,764 | -4.7% | 2.48% | -10.5% |
| Q1 2021 | $5,566,000 | +14.5% | 76,328 | +0.7% | 2.77% | +6.2% |
| Q4 2020 | $4,860,000 | +16.5% | 75,774 | +0.5% | 2.61% | +0.5% |
| Q3 2020 | $4,171,000 | +5.0% | 75,421 | -1.8% | 2.59% | -3.2% |
| Q2 2020 | $3,974,000 | +45.0% | 76,792 | +26.0% | 2.68% | +44.8% |
| Q1 2020 | $2,740,000 | +95.9% | 60,926 | +152.3% | 1.85% | +123.7% |
| Q4 2019 | $1,399,000 | +145.0% | 24,149 | +131.5% | 0.83% | +116.5% |
| Q3 2019 | $571,000 | +3.1% | 10,431 | 0.0% | 0.38% | +6.7% |
| Q2 2019 | $554,000 | +1.7% | 10,431 | 0.0% | 0.36% | +5.0% |
| Q1 2019 | $545,000 | +12.8% | 10,431 | +1.5% | 0.34% | -1.7% |
| Q4 2018 | $483,000 | +3.9% | 10,274 | +17.1% | 0.35% | +42.2% |
| Q3 2018 | $465,000 | +7.6% | 8,774 | 0.0% | 0.24% | +0.8% |
| Q2 2018 | $432,000 | +13.4% | 8,774 | +12.9% | 0.24% | +2.5% |
| Q1 2018 | $381,000 | +28.3% | 7,774 | +33.8% | 0.24% | +33.3% |
| Q4 2017 | $297,000 | +9.2% | 5,809 | 0.0% | 0.18% | +9.9% |
| Q3 2017 | $272,000 | +3.8% | 5,809 | 0.0% | 0.16% | -5.8% |
| Q2 2017 | $262,000 | +0.8% | 5,809 | -0.5% | 0.17% | +7.5% |
| Q1 2017 | $260,000 | +2.4% | 5,836 | 0.0% | 0.16% | -8.6% |
| Q4 2016 | $254,000 | +2.8% | 5,836 | 0.0% | 0.17% | +3.0% |
| Q3 2016 | $247,000 | +2.5% | 5,836 | +0.5% | 0.17% | +9.7% |
| Q2 2016 | $241,000 | +3.4% | 5,809 | 0.0% | 0.15% | -4.3% |
| Q1 2016 | $233,000 | – | 5,809 | – | 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% |