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 | $1,853,912 | -13.8% | 26,200 | -11.5% | 0.51% | -15.7% |
| Q2 2023 | $2,151,004 | +59.3% | 29,620 | +60.5% | 0.61% | +40.2% |
| Q1 2023 | $1,350,314 | +2.3% | 18,457 | +5.7% | 0.44% | -9.2% |
| Q4 2022 | $1,319,457 | +8.9% | 17,467 | -4.3% | 0.48% | -1.2% |
| Q3 2022 | $1,212,000 | -9.2% | 18,247 | -2.1% | 0.48% | -9.2% |
| Q2 2022 | $1,335,000 | -22.1% | 18,632 | -14.2% | 0.53% | -4.3% |
| Q1 2022 | $1,714,000 | -0.9% | 21,724 | +1.5% | 0.56% | +3.7% |
| Q4 2021 | $1,730,000 | +9.6% | 21,399 | +0.7% | 0.54% | -3.6% |
| Q3 2021 | $1,578,000 | -7.9% | 21,258 | -6.2% | 0.56% | -12.0% |
| Q2 2021 | $1,713,000 | +4.4% | 22,653 | +0.7% | 0.63% | -0.9% |
| Q1 2021 | $1,641,000 | +6.6% | 22,503 | -6.2% | 0.64% | -13.7% |
| Q4 2020 | $1,539,000 | +10.6% | 23,989 | -4.7% | 0.74% | +11.6% |
| Q3 2020 | $1,392,000 | -1.8% | 25,164 | -8.1% | 0.66% | -7.9% |
| Q2 2020 | $1,417,000 | +19.6% | 27,375 | +3.9% | 0.72% | -19.1% |
| Q1 2020 | $1,185,000 | -19.2% | 26,341 | +4.0% | 0.89% | -0.8% |
| Q4 2019 | $1,467,000 | +1.7% | 25,335 | -3.8% | 0.90% | -5.6% |
| Q3 2019 | $1,443,000 | +7.5% | 26,344 | +4.2% | 0.95% | +3.8% |
| Q2 2019 | $1,342,000 | -6.7% | 25,288 | -8.1% | 0.92% | -12.8% |
| Q1 2019 | $1,439,000 | – | 27,529 | – | 1.05% | – |
Download | ||||||
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% |