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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,063,702 | -0.3% | 537,919 | +0.4% | 8.43% | -5.0% |
| Q1 2023 | $39,188,970 | +7.2% | 535,661 | -2.6% | 8.88% | -16.3% |
| Q4 2022 | $36,547,666 | -0.0% | 550,168 | 0.0% | 10.61% | 0.0% |
| Q3 2022 | $36,548,000 | -6.9% | 550,168 | +0.4% | 10.61% | -1.3% |
| Q2 2022 | $39,236,000 | -11.3% | 547,756 | -2.3% | 10.76% | +3.4% |
| Q1 2022 | $44,220,000 | -3.5% | 560,524 | -1.1% | 10.40% | +1.5% |
| Q4 2021 | $45,834,000 | +7.7% | 567,039 | -1.1% | 10.25% | -0.0% |
| Q3 2021 | $42,545,000 | -0.8% | 573,069 | +1.0% | 10.25% | +0.4% |
| Q2 2021 | $42,901,000 | +6.4% | 567,329 | +2.6% | 10.21% | -1.9% |
| Q1 2021 | $40,325,000 | +12.9% | 553,007 | -0.7% | 10.41% | +6.3% |
| Q4 2020 | $35,724,000 | +9.4% | 556,968 | -5.7% | 9.80% | +2.6% |
| Q3 2020 | $32,657,000 | +7.5% | 590,870 | +0.6% | 9.55% | +1.7% |
| Q2 2020 | $30,373,000 | +15.8% | 587,606 | +0.8% | 9.39% | +15.1% |
| Q1 2020 | $26,223,000 | +56.3% | 583,009 | +101.3% | 8.16% | +62.8% |
| Q4 2019 | $16,773,000 | +17.0% | 289,589 | +10.7% | 5.01% | +3.7% |
| Q3 2019 | $14,334,000 | +15.7% | 261,657 | +12.1% | 4.84% | +5.7% |
| Q2 2019 | $12,385,000 | +23.0% | 233,376 | +21.1% | 4.57% | +3.2% |
| Q1 2019 | $10,073,000 | +52.6% | 192,677 | +37.1% | 4.43% | +16.2% |
| Q4 2018 | $6,601,000 | – | 140,540 | – | 3.82% | – |
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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% |