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 | $28,847,546 | -0.8% | 407,682 | +1.8% | 4.08% | +4.3% |
| Q2 2023 | $29,082,863 | +5.1% | 400,480 | +5.8% | 3.92% | -3.5% |
| Q1 2023 | $27,681,576 | -0.4% | 378,370 | +2.9% | 4.06% | -7.4% |
| Q4 2022 | $27,790,000 | +20.5% | 367,878 | +6.0% | 4.38% | +15.4% |
| Q3 2022 | $23,053,000 | +5.4% | 347,022 | +13.7% | 3.80% | +34.5% |
| Q2 2022 | $21,868,000 | -5.7% | 305,291 | +3.9% | 2.82% | -16.8% |
| Q1 2022 | $23,179,000 | +4.5% | 293,811 | +7.0% | 3.40% | +8.2% |
| Q4 2021 | $22,187,000 | +20.4% | 274,491 | +10.5% | 3.14% | +10.8% |
| Q3 2021 | $18,434,000 | +10.9% | 248,297 | +12.9% | 2.83% | +5.5% |
| Q2 2021 | $16,625,000 | +3.0% | 219,849 | -0.7% | 2.69% | -6.6% |
| Q1 2021 | $16,141,000 | +58.1% | 221,357 | +39.0% | 2.88% | +37.7% |
| Q4 2020 | $10,211,000 | – | 159,201 | – | 2.09% | – |
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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% |