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 2022 | $286,000 | -94.8% | 3,625 | -94.7% | 0.09% | -95.0% |
| Q4 2021 | $5,510,000 | +1230.9% | 68,171 | +1121.9% | 1.81% | +1092.1% |
| Q3 2021 | $414,000 | -2.4% | 5,579 | -0.6% | 0.15% | +3.4% |
| Q2 2021 | $424,000 | -80.6% | 5,613 | -81.3% | 0.15% | -76.4% |
| Q1 2021 | $2,183,000 | +16.2% | 29,944 | +2.3% | 0.62% | +6.5% |
| Q4 2020 | $1,878,000 | +157.3% | 29,277 | +112.5% | 0.58% | +6.6% |
| Q3 2020 | $730,000 | 0.0% | 13,779 | 0.0% | 0.55% | 0.0% |
| Q1 2020 | $730,000 | +32.0% | 13,779 | +44.3% | 0.55% | +24.8% |
| Q4 2019 | $553,000 | -24.2% | 9,546 | -30.7% | 0.44% | -19.9% |
| Q3 2019 | $730,000 | +9.1% | 13,779 | +9.3% | 0.55% | -5.8% |
| Q2 2019 | $669,000 | -22.7% | 12,602 | -23.8% | 0.58% | -27.1% |
| Q1 2019 | $865,000 | -63.8% | 16,548 | -67.5% | 0.80% | -61.9% |
| Q4 2018 | $2,389,000 | – | 50,859 | – | 2.10% | – |
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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% |