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 2021 | $796,000 | +3.5% | 10,727 | +5.4% | 0.45% | +3.5% |
| Q2 2021 | $769,000 | -6.0% | 10,175 | -9.2% | 0.43% | -12.8% |
| Q1 2021 | $818,000 | +10.1% | 11,212 | -3.2% | 0.49% | -0.6% |
| Q4 2020 | $743,000 | +14.8% | 11,587 | -1.0% | 0.50% | +0.6% |
| Q3 2020 | $647,000 | +6.9% | 11,702 | +0.2% | 0.49% | -1.2% |
| Q2 2020 | $605,000 | -20.7% | 11,683 | -31.2% | 0.50% | -34.2% |
| Q1 2020 | $763,000 | -28.4% | 16,972 | -7.7% | 0.76% | -6.9% |
| Q4 2019 | $1,065,000 | -0.4% | 18,393 | -5.7% | 0.82% | -5.1% |
| Q3 2019 | $1,069,000 | -2.1% | 19,507 | -5.2% | 0.86% | -2.6% |
| Q2 2019 | $1,092,000 | -11.0% | 20,570 | -12.4% | 0.88% | -16.9% |
| Q1 2019 | $1,227,000 | +23.2% | 23,473 | +10.7% | 1.06% | -8.9% |
| Q4 2018 | $996,000 | -9.9% | 21,206 | +1.6% | 1.17% | +3.7% |
| Q3 2018 | $1,106,000 | -12.2% | 20,872 | -18.3% | 1.12% | -3.1% |
| Q2 2018 | $1,260,000 | -12.9% | 25,561 | -13.3% | 1.16% | -15.5% |
| Q1 2018 | $1,446,000 | -6.6% | 29,497 | -2.5% | 1.37% | -7.2% |
| Q4 2017 | $1,548,000 | – | 30,253 | – | 1.48% | – |
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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% |