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 | $203,233 | -54.6% | 2,798 | -54.2% | 0.18% | -37.7% |
| Q1 2023 | $447,393 | -8.1% | 6,115 | -5.1% | 0.28% | -11.6% |
| Q4 2022 | $487,000 | +52.2% | 6,446 | +33.9% | 0.32% | +37.1% |
| Q3 2022 | $320,000 | -10.6% | 4,814 | -3.6% | 0.23% | -3.7% |
| Q2 2022 | $358,000 | +0.8% | 4,995 | +11.0% | 0.24% | +19.3% |
| Q1 2022 | $355,000 | +13.8% | 4,499 | +16.4% | 0.20% | +18.8% |
| Q4 2021 | $312,000 | +11.4% | 3,865 | +2.7% | 0.17% | +1.8% |
| Q3 2021 | $280,000 | -0.4% | 3,765 | +1.5% | 0.17% | -1.8% |
| Q2 2021 | $281,000 | +4.9% | 3,710 | +1.1% | 0.17% | -4.0% |
| Q1 2021 | $268,000 | +5.5% | 3,671 | -7.3% | 0.18% | -2.7% |
| Q4 2020 | $254,000 | -18.8% | 3,959 | -30.0% | 0.18% | -27.2% |
| Q3 2020 | $313,000 | +2.0% | 5,653 | -4.6% | 0.25% | -7.4% |
| Q2 2020 | $307,000 | +15.4% | 5,927 | +0.2% | 0.27% | +0.4% |
| Q1 2020 | $266,000 | -11.9% | 5,918 | +13.5% | 0.27% | 0.0% |
| Q4 2019 | $302,000 | -6.5% | 5,212 | -11.6% | 0.27% | -11.5% |
| Q3 2019 | $323,000 | -9.8% | 5,893 | -12.6% | 0.30% | -20.8% |
| Q2 2019 | $358,000 | -15.6% | 6,739 | -16.8% | 0.38% | -17.2% |
| Q1 2019 | $424,000 | +44.7% | 8,104 | +29.9% | 0.46% | +24.1% |
| Q4 2018 | $293,000 | -25.3% | 6,238 | -15.6% | 0.37% | -12.4% |
| Q3 2018 | $392,000 | – | 7,394 | – | 0.43% | – |
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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% |