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 | $886,678 | +13.8% | 11,738 | +0.1% | 0.08% | +5.4% |
| Q3 2022 | $779,000 | -5.5% | 11,732 | +2.0% | 0.07% | -3.9% |
| Q2 2022 | $824,000 | -7.4% | 11,499 | +2.0% | 0.08% | 0.0% |
| Q1 2022 | $890,000 | -4.9% | 11,279 | -2.6% | 0.08% | -27.4% |
| Q4 2021 | $936,000 | -9.1% | 11,582 | -16.5% | 0.11% | +5.0% |
| Q3 2021 | $1,030,000 | -11.6% | 13,874 | -9.9% | 0.10% | -17.2% |
| Q2 2021 | $1,165,000 | +15.0% | 15,402 | +10.9% | 0.12% | +4.3% |
| Q1 2021 | $1,013,000 | +12.2% | 13,893 | -1.3% | 0.12% | +1.7% |
| Q4 2020 | $903,000 | +13.3% | 14,076 | -2.3% | 0.12% | -5.0% |
| Q3 2020 | $797,000 | -20.0% | 14,410 | -25.1% | 0.12% | -29.7% |
| Q2 2020 | $996,000 | -12.0% | 19,248 | -23.5% | 0.17% | -32.5% |
| Q1 2020 | $1,132,000 | -28.7% | 25,166 | -8.2% | 0.26% | -15.0% |
| Q4 2019 | $1,588,000 | +4.7% | 27,413 | -1.0% | 0.30% | -7.7% |
| Q3 2019 | $1,517,000 | +8.0% | 27,686 | +4.7% | 0.32% | +3.5% |
| Q2 2019 | $1,404,000 | +53.9% | 26,450 | +51.6% | 0.31% | +24.6% |
| Q1 2019 | $912,000 | +104.5% | 17,451 | +107.3% | 0.25% | +80.0% |
| Q3 2018 | $446,000 | +107.4% | 8,419 | +93.1% | 0.14% | +84.2% |
| Q2 2018 | $215,000 | +26.5% | 4,359 | +25.6% | 0.08% | +18.8% |
| Q1 2018 | $170,000 | +277.8% | 3,471 | +297.6% | 0.06% | +255.6% |
| Q4 2017 | $45,000 | – | 873 | – | 0.02% | – |
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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% |