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 | $1,368,537 | -10.1% | 19,341 | -7.7% | 0.41% | -4.4% |
| Q2 2023 | $1,521,942 | -4.2% | 20,958 | -3.5% | 0.43% | -6.7% |
| Q1 2023 | $1,589,410 | -14.5% | 21,725 | -11.8% | 0.46% | -19.9% |
| Q4 2022 | $1,859,690 | +53.7% | 24,619 | +35.2% | 0.57% | +34.7% |
| Q3 2022 | $1,210,000 | -2.5% | 18,212 | +5.1% | 0.43% | +0.2% |
| Q2 2022 | $1,241,000 | +1.9% | 17,325 | +12.3% | 0.42% | +7.1% |
| Q1 2022 | $1,218,000 | -15.6% | 15,433 | -13.6% | 0.40% | -15.9% |
| Q4 2021 | $1,443,000 | +2.8% | 17,855 | -5.6% | 0.47% | -4.1% |
| Q3 2021 | $1,404,000 | -78.6% | 18,916 | -78.2% | 0.49% | -78.1% |
| Q2 2021 | $6,568,000 | +532.8% | 86,859 | +510.4% | 2.25% | +497.9% |
| Q1 2021 | $1,038,000 | +19.7% | 14,230 | +5.3% | 0.38% | +14.6% |
| Q4 2020 | $867,000 | +17.6% | 13,510 | +1.4% | 0.33% | +14.7% |
| Q3 2020 | $737,000 | -2.9% | 13,328 | -9.2% | 0.29% | -0.7% |
| Q2 2020 | $759,000 | -8.3% | 14,676 | -14.5% | 0.29% | -15.5% |
| Q1 2020 | $828,000 | – | 17,155 | – | 0.34% | – |
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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% |