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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,447,350 | -90.7% | 47,121 | -90.4% | 1.17% | -87.4% |
| Q4 2022 | $37,054,009 | +1.6% | 490,522 | -10.6% | 9.26% | -32.1% |
| Q3 2022 | $36,458,000 | -5.4% | 548,833 | +2.0% | 13.64% | -16.8% |
| Q2 2022 | $38,536,000 | +71.7% | 538,000 | +89.1% | 16.40% | +129.3% |
| Q1 2022 | $22,450,000 | +37.5% | 284,578 | +40.9% | 7.16% | +33.3% |
| Q4 2021 | $16,330,000 | +21.9% | 202,037 | +11.9% | 5.37% | +4.1% |
| Q3 2021 | $13,398,000 | +21.7% | 180,481 | +24.0% | 5.16% | +5.4% |
| Q2 2021 | $11,008,000 | +9228.8% | 145,578 | +10549.5% | 4.90% | +7207.5% |
| Q4 2020 | $118,000 | – | 1,367 | – | 0.07% | – |
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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% |