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 | $390,481 | -2.9% | 5,377 | -2.2% | 0.08% | -16.3% |
| Q1 2023 | $402,293 | -3.1% | 5,499 | +0.0% | 0.10% | -4.9% |
| Q4 2022 | $415,219 | +1.8% | 5,497 | +0.1% | 0.10% | -4.6% |
| Q3 2022 | $408,000 | +2.3% | 5,494 | -1.3% | 0.11% | -7.7% |
| Q2 2022 | $399,000 | -9.1% | 5,566 | +0.1% | 0.12% | -15.2% |
| Q1 2022 | $439,000 | -2.9% | 5,563 | -0.5% | 0.14% | -2.1% |
| Q4 2021 | $452,000 | +8.9% | 5,592 | +0.0% | 0.14% | -0.7% |
| Q3 2021 | $415,000 | -10.9% | 5,590 | -9.2% | 0.14% | -12.3% |
| Q2 2021 | $466,000 | -4.9% | 6,156 | -8.3% | 0.16% | -14.7% |
| Q1 2021 | $490,000 | +11.6% | 6,714 | -2.0% | 0.19% | -2.6% |
| Q4 2020 | $439,000 | +15.8% | 6,852 | +0.0% | 0.20% | +3.2% |
| Q3 2020 | $379,000 | +9.9% | 6,849 | +2.7% | 0.19% | +1.6% |
| Q2 2020 | $345,000 | +15.0% | 6,672 | 0.0% | 0.19% | -6.1% |
| Q1 2020 | $300,000 | -22.3% | 6,672 | 0.0% | 0.20% | -9.6% |
| Q4 2019 | $386,000 | +5.8% | 6,672 | 0.0% | 0.22% | -0.5% |
| Q3 2019 | $365,000 | +3.1% | 6,672 | 0.0% | 0.22% | +2.3% |
| Q2 2019 | $354,000 | +1.4% | 6,672 | 0.0% | 0.22% | -3.6% |
| Q1 2019 | $349,000 | +22.5% | 6,672 | +9.9% | 0.22% | +8.8% |
| Q4 2018 | $285,000 | -8.4% | 6,072 | 0.0% | 0.20% | -1.4% |
| Q3 2018 | $311,000 | +4.0% | 6,072 | 0.0% | 0.21% | -5.5% |
| Q2 2018 | $299,000 | +0.3% | 6,072 | 0.0% | 0.22% | -3.1% |
| Q1 2018 | $298,000 | -4.2% | 6,072 | -0.2% | 0.23% | -18.9% |
| Q4 2017 | $311,000 | – | 6,082 | – | 0.28% | – |
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% |