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 | $1,028,710 | +1.3% | 14,538 | +3.9% | 0.42% | +4.7% |
| Q2 2023 | $1,015,805 | -0.3% | 13,988 | +0.4% | 0.41% | 0.0% |
| Q1 2023 | $1,019,259 | -1.7% | 13,932 | +1.5% | 0.41% | -6.2% |
| Q4 2022 | $1,037,278 | +9.0% | 13,732 | +3.3% | 0.43% | +6.7% |
| Q3 2022 | $952,000 | 0.0% | 13,294 | 0.0% | 0.41% | 0.0% |
| Q2 2022 | $952,000 | -7.3% | 13,294 | +2.1% | 0.41% | +5.7% |
| Q1 2022 | $1,027,000 | -5.3% | 13,023 | -3.0% | 0.38% | -5.2% |
| Q4 2021 | $1,085,000 | +0.7% | 13,423 | -7.5% | 0.40% | +0.7% |
| Q3 2021 | $1,077,000 | -10.8% | 14,505 | -9.2% | 0.40% | -8.4% |
| Q2 2021 | $1,208,000 | +10.7% | 15,981 | +6.8% | 0.44% | -1.3% |
| Q1 2021 | $1,091,000 | +14.2% | 14,959 | +0.4% | 0.44% | +6.5% |
| Q4 2020 | $955,000 | +24.2% | 14,894 | +7.1% | 0.42% | +6.1% |
| Q3 2020 | $769,000 | +7.7% | 13,912 | +0.9% | 0.39% | -2.7% |
| Q2 2020 | $714,000 | +14.4% | 13,789 | -0.5% | 0.40% | -6.5% |
| Q1 2020 | $624,000 | – | 13,862 | – | 0.43% | – |
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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% |