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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,502,800 | +21.2% | 19,894 | +6.6% | 0.38% | +19.1% |
| Q3 2022 | $1,240,000 | -16.6% | 18,668 | -10.0% | 0.32% | -17.7% |
| Q2 2022 | $1,487,000 | +14.3% | 20,753 | +25.9% | 0.39% | +36.5% |
| Q1 2022 | $1,301,000 | +0.9% | 16,486 | +3.3% | 0.28% | -1.4% |
| Q4 2021 | $1,290,000 | +19.6% | 15,962 | +9.9% | 0.29% | +6.2% |
| Q3 2021 | $1,079,000 | +1.0% | 14,528 | +2.8% | 0.27% | -2.5% |
| Q2 2021 | $1,068,000 | +2.8% | 14,130 | -0.8% | 0.28% | -9.1% |
| Q1 2021 | $1,039,000 | +21.1% | 14,250 | +6.5% | 0.31% | +7.0% |
| Q4 2020 | $858,000 | +38.6% | 13,376 | +19.5% | 0.29% | +10.4% |
| Q3 2020 | $619,000 | +6.2% | 11,197 | -0.7% | 0.26% | -2.6% |
| Q2 2020 | $583,000 | +13.9% | 11,275 | -0.9% | 0.27% | -15.2% |
| Q1 2020 | $512,000 | -29.7% | 11,382 | -9.4% | 0.32% | -5.7% |
| Q4 2019 | $728,000 | +8.5% | 12,563 | +2.6% | 0.33% | -1.2% |
| Q3 2019 | $671,000 | +4.7% | 12,248 | +1.4% | 0.34% | +18.6% |
| Q2 2019 | $641,000 | +0.3% | 12,080 | -1.2% | 0.28% | -3.4% |
| Q1 2019 | $639,000 | +7.4% | 12,222 | -3.5% | 0.30% | -6.3% |
| Q4 2018 | $595,000 | +5.7% | 12,671 | +19.5% | 0.32% | +22.1% |
| Q3 2018 | $563,000 | +6.2% | 10,601 | -1.4% | 0.26% | +11.2% |
| Q2 2018 | $530,000 | +0.2% | 10,750 | +0.0% | 0.23% | -4.9% |
| Q1 2018 | $529,000 | -6.7% | 10,749 | -5.4% | 0.24% | -10.9% |
| Q4 2017 | $567,000 | +125.9% | 11,357 | +112.1% | 0.27% | +110.8% |
| Q3 2017 | $251,000 | -23.7% | 5,355 | -26.5% | 0.13% | -25.7% |
| Q2 2017 | $329,000 | +3.8% | 7,285 | +2.7% | 0.18% | +5.4% |
| Q1 2017 | $317,000 | +17.4% | 7,096 | +13.5% | 0.17% | +4.4% |
| Q4 2016 | $270,000 | – | 6,251 | – | 0.16% | – |
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% |