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 | $3,981,854 | -4.3% | 56,273 | -1.8% | 0.33% | -5.0% |
| Q2 2023 | $4,161,457 | -1.4% | 57,305 | -0.7% | 0.34% | -9.7% |
| Q1 2023 | $4,220,939 | +120017.8% | 57,695 | +32.7% | 0.38% | +9.8% |
| Q4 2022 | $3,514 | -99.9% | 43,474 | -24.5% | 0.35% | -16.6% |
| Q3 2022 | $3,825,000 | +2.5% | 57,584 | +10.5% | 0.42% | +5.1% |
| Q2 2022 | $3,733,000 | +3.4% | 52,116 | +13.9% | 0.40% | +15.8% |
| Q1 2022 | $3,609,000 | +2.7% | 45,741 | +5.2% | 0.34% | -1.4% |
| Q4 2021 | $3,514,000 | +10.1% | 43,474 | +1.1% | 0.35% | -2.5% |
| Q3 2021 | $3,193,000 | -4.3% | 43,011 | -1.6% | 0.36% | -6.3% |
| Q2 2021 | $3,337,000 | +6.2% | 43,730 | +1.5% | 0.38% | -14.4% |
| Q1 2021 | $3,142,000 | +15.9% | 43,090 | +4.9% | 0.44% | +6.7% |
| Q4 2020 | $2,710,000 | +30.5% | 41,060 | +9.4% | 0.42% | +5.1% |
| Q3 2020 | $2,076,000 | +14.1% | 37,537 | +6.8% | 0.40% | +2.3% |
| Q2 2020 | $1,819,000 | +14.9% | 35,144 | -0.1% | 0.39% | -9.4% |
| Q1 2020 | $1,583,000 | -23.2% | 35,189 | -1.1% | 0.43% | -14.5% |
| Q4 2019 | $2,061,000 | +20.0% | 35,584 | +13.5% | 0.50% | +6.4% |
| Q3 2019 | $1,718,000 | +35.6% | 31,363 | +31.4% | 0.47% | +23.5% |
| Q2 2019 | $1,267,000 | +13.1% | 23,873 | +11.4% | 0.38% | +1.9% |
| Q1 2019 | $1,120,000 | +23.1% | 21,431 | +10.6% | 0.37% | +3.6% |
| Q4 2018 | $910,000 | -14.3% | 19,380 | -2.7% | 0.36% | -7.9% |
| Q3 2018 | $1,062,000 | +10.1% | 19,922 | +1.7% | 0.39% | -0.8% |
| Q2 2018 | $965,000 | +3.3% | 19,588 | +2.8% | 0.39% | -8.4% |
| Q1 2018 | $934,000 | +21.9% | 19,056 | +16.5% | 0.43% | -20.7% |
| Q4 2017 | $766,000 | 0.0% | 16,357 | 0.0% | 0.54% | 0.0% |
| Q3 2017 | $766,000 | +5.4% | 16,357 | +1.5% | 0.54% | -8.5% |
| Q2 2017 | $727,000 | +6.6% | 16,115 | +5.3% | 0.59% | -7.5% |
| Q1 2017 | $682,000 | -7.0% | 15,301 | -9.0% | 0.64% | -12.0% |
| Q4 2016 | $733,000 | – | 16,816 | – | 0.73% | – |
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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% |