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 | $4,273,870 | +15.8% | 60,399 | +18.8% | 0.36% | +14.6% |
| Q2 2023 | $3,691,145 | +10.4% | 50,828 | +11.2% | 0.32% | +1.3% |
| Q1 2023 | $3,342,688 | +3.0% | 45,690 | +6.4% | 0.31% | -6.3% |
| Q4 2022 | $3,245,244 | -27.9% | 42,960 | -35.2% | 0.33% | +28.7% |
| Q3 2022 | $4,502,000 | +7.4% | 66,251 | +13.5% | 0.26% | +7.1% |
| Q2 2022 | $4,191,000 | +4.0% | 58,388 | +14.4% | 0.24% | +23.6% |
| Q1 2022 | $4,028,000 | +145.0% | 51,051 | +150.8% | 0.20% | +20.4% |
| Q4 2021 | $1,644,000 | -18.5% | 20,357 | -23.5% | 0.16% | -21.7% |
| Q2 2021 | $2,017,000 | +4.9% | 26,598 | +0.9% | 0.21% | -19.8% |
| Q1 2021 | $1,922,000 | +19.2% | 26,355 | +4.8% | 0.26% | +8.9% |
| Q4 2020 | $1,613,000 | +22.5% | 25,145 | +5.6% | 0.24% | +10.2% |
| Q3 2020 | $1,317,000 | +11.5% | 23,820 | +5.0% | 0.22% | +0.5% |
| Q2 2020 | $1,181,000 | +16.4% | 22,695 | +0.3% | 0.21% | -8.2% |
| Q1 2020 | $1,015,000 | -15.4% | 22,631 | +9.3% | 0.23% | +28.0% |
| Q4 2019 | $1,200,000 | +1.7% | 20,714 | -3.9% | 0.18% | -26.0% |
| Q3 2019 | $1,180,000 | +21.9% | 21,562 | +18.1% | 0.25% | +93.7% |
| Q2 2019 | $968,000 | -4.1% | 18,264 | -5.8% | 0.13% | -43.6% |
| Q1 2019 | $1,009,000 | +18.0% | 19,384 | +6.4% | 0.22% | -2.2% |
| Q4 2018 | $855,000 | – | 18,219 | – | 0.23% | – |
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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% |