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 2023 | $865,557 | +22.3% | 11,919 | +23.2% | 0.00% | 0.0% |
| Q1 2023 | $707,969 | -5.1% | 9,677 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $746,184 | +9.3% | 9,878 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $683,000 | -11.2% | 10,273 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $769,000 | -29.3% | 10,734 | -22.1% | 0.00% | -25.0% |
| Q1 2022 | $1,087,000 | -3.5% | 13,784 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $1,126,000 | +21.5% | 13,935 | +11.6% | 0.00% | +33.3% |
| Q3 2021 | $927,000 | +7.7% | 12,482 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | +3.1% | 11,385 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $835,000 | +10.6% | 11,447 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $755,000 | – | 11,770 | – | 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% |