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 | $63,684 | -2.6% | 900 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $65,358 | -0.7% | 900 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $65,844 | -72.2% | 900 | -71.3% | 0.01% | -72.5% |
| Q2 2021 | $237,000 | +3.9% | 3,131 | 0.0% | 0.05% | -7.3% |
| Q1 2021 | $228,000 | +13.4% | 3,131 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $201,000 | +12.9% | 3,131 | -2.7% | 0.05% | -1.9% |
| Q3 2020 | $178,000 | +7.2% | 3,217 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $166,000 | +115.6% | 3,217 | +87.4% | 0.06% | +89.7% |
| Q1 2020 | $77,000 | -9.4% | 1,717 | +17.0% | 0.03% | +7.4% |
| Q4 2019 | $85,000 | -1.2% | 1,467 | -7.0% | 0.03% | -6.9% |
| Q3 2019 | $86,000 | +11.7% | 1,577 | +8.5% | 0.03% | +7.4% |
| Q2 2019 | $77,000 | +413.3% | 1,454 | +419.3% | 0.03% | +350.0% |
| Q1 2019 | $15,000 | +15.4% | 280 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $13,000 | – | 280 | – | 0.01% | – |
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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% |