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 | $8,707,708 | +4.4% | 123,060 | +7.2% | 0.80% | +1.1% |
| Q2 2023 | $8,339,100 | -0.2% | 114,832 | +0.6% | 0.79% | -7.7% |
| Q1 2023 | $8,352,890 | +6.4% | 114,173 | +9.8% | 0.86% | -5.4% |
| Q4 2022 | $7,852,527 | +36.4% | 103,952 | +19.9% | 0.91% | +31.7% |
| Q3 2022 | $5,758,000 | +9.3% | 86,674 | +17.9% | 0.69% | +6.3% |
| Q2 2022 | $5,267,000 | +9.4% | 73,525 | +20.4% | 0.65% | +15.9% |
| Q1 2022 | $4,816,000 | +59.6% | 61,050 | +63.6% | 0.56% | +47.0% |
| Q4 2021 | $3,017,000 | +34.1% | 37,328 | +23.2% | 0.38% | +9.2% |
| Q3 2021 | $2,249,000 | +54.1% | 30,297 | +57.0% | 0.35% | +52.4% |
| Q2 2021 | $1,459,000 | +67.1% | 19,295 | +61.1% | 0.23% | +23.1% |
| Q1 2021 | $873,000 | +83.0% | 11,979 | +61.1% | 0.19% | +55.0% |
| Q4 2020 | $477,000 | +13.8% | 7,436 | -1.9% | 0.12% | -7.7% |
| Q3 2020 | $419,000 | +12.9% | 7,578 | +5.6% | 0.13% | -0.8% |
| Q2 2020 | $371,000 | +14.9% | 7,175 | 0.0% | 0.13% | -30.7% |
| Q1 2020 | $323,000 | -22.4% | 7,175 | 0.0% | 0.19% | -33.9% |
| Q4 2019 | $416,000 | +15.6% | 7,175 | +9.1% | 0.29% | +5.5% |
| Q3 2019 | $360,000 | +13.2% | 6,575 | +9.9% | 0.27% | 0.0% |
| Q2 2019 | $318,000 | +55.1% | 5,984 | +52.5% | 0.27% | +45.7% |
| Q1 2019 | $205,000 | – | 3,925 | – | 0.19% | – |
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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% |