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 | $443,241 | -1.6% | 6,264 | +1.0% | 0.01% | -7.1% |
| Q2 2023 | $450,317 | +16.1% | 6,201 | +16.9% | 0.01% | +7.7% |
| Q1 2023 | $387,967 | +0.0% | 5,303 | +3.3% | 0.01% | -18.8% |
| Q4 2022 | $387,898 | +13.8% | 5,135 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $341,000 | -14.5% | 5,135 | -7.9% | 0.02% | -16.7% |
| Q2 2022 | $399,000 | -11.5% | 5,575 | -2.6% | 0.02% | -18.2% |
| Q1 2022 | $451,000 | +8.7% | 5,723 | +11.5% | 0.02% | -8.3% |
| Q4 2021 | $415,000 | +8.9% | 5,135 | 0.0% | 0.02% | -29.4% |
| Q3 2021 | $381,000 | -8.9% | 5,135 | -7.2% | 0.03% | -22.7% |
| Q2 2021 | $418,000 | +7.7% | 5,533 | +4.0% | 0.04% | -25.4% |
| Q1 2021 | $388,000 | +13.8% | 5,318 | 0.0% | 0.06% | -20.3% |
| Q4 2020 | $341,000 | +16.0% | 5,318 | 0.0% | 0.07% | -9.8% |
| Q3 2020 | $294,000 | +6.9% | 5,318 | 0.0% | 0.08% | -34.4% |
| Q2 2020 | $275,000 | – | 5,318 | – | 0.12% | – |
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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% |