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 | $574,925 | -27.9% | 8,125 | -26.0% | 0.25% | -28.5% |
| Q2 2023 | $797,560 | +1.0% | 10,983 | +1.8% | 0.34% | -8.5% |
| Q1 2023 | $789,580 | -2.7% | 10,793 | +0.4% | 0.38% | -9.0% |
| Q4 2022 | $811,904 | +16.0% | 10,748 | +2.1% | 0.41% | +5.9% |
| Q3 2022 | $700,000 | -12.4% | 10,530 | -5.6% | 0.39% | -5.6% |
| Q2 2022 | $799,000 | -3.7% | 11,149 | +5.9% | 0.41% | +6.2% |
| Q1 2022 | $830,000 | -2.0% | 10,525 | +0.5% | 0.39% | -0.8% |
| Q4 2021 | $847,000 | +8.6% | 10,474 | -0.4% | 0.39% | -1.0% |
| Q3 2021 | $780,000 | +0.1% | 10,512 | +2.0% | 0.40% | -9.6% |
| Q2 2021 | $779,000 | +3.9% | 10,306 | +0.2% | 0.44% | -6.0% |
| Q1 2021 | $750,000 | +14.5% | 10,281 | +0.6% | 0.47% | +0.6% |
| Q4 2020 | $655,000 | +17.0% | 10,217 | +0.9% | 0.46% | -2.7% |
| Q3 2020 | $560,000 | +63.7% | 10,126 | +53.0% | 0.48% | +47.8% |
| Q2 2020 | $342,000 | +1.8% | 6,618 | -11.3% | 0.32% | -16.8% |
| Q1 2020 | $336,000 | +0.6% | 7,465 | +29.3% | 0.39% | +28.1% |
| Q4 2019 | $334,000 | +5.7% | 5,774 | 0.0% | 0.30% | -9.9% |
| Q3 2019 | $316,000 | -11.7% | 5,774 | -14.5% | 0.34% | -13.2% |
| Q2 2019 | $358,000 | – | 6,753 | – | 0.39% | – |
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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% |