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 | $1,593,897 | +71.3% | 22,525 | +75.8% | 0.10% | +80.7% |
| Q2 2023 | $930,695 | -3.0% | 12,816 | -2.3% | 0.06% | -8.1% |
| Q1 2023 | $959,948 | -0.5% | 13,121 | +2.8% | 0.06% | -8.8% |
| Q4 2022 | $964,471 | +120308.4% | 12,768 | +5.8% | 0.07% | +7.9% |
| Q3 2022 | $801 | -5.9% | 12,065 | +1.6% | 0.06% | -6.0% |
| Q2 2022 | $851 | -51.7% | 11,878 | -46.8% | 0.07% | -43.7% |
| Q1 2022 | $1,761 | +7.4% | 22,316 | +10.0% | 0.12% | -6.3% |
| Q4 2021 | $1,640 | +155.1% | 20,286 | +134.3% | 0.13% | +101.6% |
| Q3 2021 | $643 | -0.6% | 8,659 | +1.3% | 0.06% | -18.2% |
| Q2 2021 | $647 | +4.9% | 8,551 | +1.1% | 0.08% | -19.8% |
| Q1 2021 | $617 | +51.6% | 8,457 | +33.4% | 0.10% | +18.5% |
| Q4 2020 | $407 | +62.2% | 6,340 | +39.6% | 0.08% | +35.0% |
| Q3 2020 | $251 | – | 4,540 | – | 0.06% | – |
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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% |