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 | $53,904 | -2.6% | 762 | 0.0% | 0.03% | +4.0% |
Q2 2023 | $55,321 | -0.7% | 762 | 0.0% | 0.02% | -7.4% |
Q1 2023 | $55,732 | -31.0% | 762 | -28.8% | 0.03% | -34.1% |
Q4 2022 | $80,820 | -55.6% | 1,070 | -60.9% | 0.04% | -56.8% |
Q3 2022 | $182,000 | -7.1% | 2,740 | 0.0% | 0.10% | -1.0% |
Q2 2022 | $196,000 | -81.5% | 2,740 | -79.6% | 0.10% | -78.1% |
Q1 2022 | $1,058,000 | -2.2% | 13,417 | +0.3% | 0.44% | +3.1% |
Q4 2021 | $1,082,000 | +59.8% | 13,381 | +46.8% | 0.43% | +40.6% |
Q3 2021 | $677,000 | -1.5% | 9,118 | +0.3% | 0.30% | -7.3% |
Q2 2021 | $687,000 | +69.2% | 9,090 | +63.4% | 0.33% | +46.0% |
Q1 2021 | $406,000 | +427.3% | 5,564 | +363.7% | 0.22% | +433.3% |
Q4 2020 | $77,000 | – | 1,200 | – | 0.04% | – |
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% |