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 | $9,255,878 | -3.5% | 130,807 | -1.0% | 1.52% | -1.2% |
| Q2 2023 | $9,590,940 | -1.1% | 132,070 | -0.3% | 1.54% | -10.1% |
| Q1 2023 | $9,695,902 | -3.8% | 132,530 | -0.6% | 1.71% | -10.5% |
| Q4 2022 | $10,075,366 | +14.6% | 133,378 | +0.8% | 1.91% | +1.5% |
| Q3 2022 | $8,791,000 | -9.1% | 132,335 | -2.0% | 1.88% | -17.0% |
| Q2 2022 | $9,672,000 | -9.0% | 135,027 | +0.2% | 2.27% | +2.5% |
| Q1 2022 | $10,626,000 | -4.8% | 134,693 | -2.4% | 2.22% | -1.2% |
| Q4 2021 | $11,160,000 | +9.3% | 138,071 | +0.4% | 2.24% | -1.4% |
| Q3 2021 | $10,210,000 | -2.2% | 137,533 | -0.4% | 2.27% | -3.2% |
| Q2 2021 | $10,437,000 | +3.9% | 138,021 | +0.1% | 2.35% | -5.2% |
| Q1 2021 | $10,050,000 | +13.5% | 137,817 | -0.2% | 2.48% | +6.9% |
| Q4 2020 | $8,858,000 | +15.7% | 138,102 | +0.1% | 2.32% | -1.2% |
| Q3 2020 | $7,653,000 | +1.2% | 137,945 | -6.5% | 2.34% | -12.2% |
| Q2 2020 | $7,564,000 | +16.8% | 147,565 | +2.5% | 2.67% | +3.2% |
| Q1 2020 | $6,474,000 | – | 143,925 | – | 2.59% | – |
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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% |