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 | $382,625 | +19.2% | 5,407 | +22.4% | 0.09% | +20.8% |
| Q2 2023 | $320,925 | -43.6% | 4,419 | -43.2% | 0.07% | -48.2% |
| Q1 2023 | $569,192 | +4.3% | 7,780 | +7.7% | 0.14% | -10.9% |
| Q4 2022 | $545,550 | +157.3% | 7,222 | +126.8% | 0.16% | +102.6% |
| Q3 2022 | $212,000 | -22.9% | 3,184 | -17.0% | 0.08% | -24.5% |
| Q2 2022 | $275,000 | -11.6% | 3,834 | -2.4% | 0.10% | 0.0% |
| Q1 2022 | $311,000 | +2.0% | 3,930 | 0.0% | 0.10% | -8.1% |
| Q4 2021 | $305,000 | +7.0% | 3,930 | +2.5% | 0.11% | 0.0% |
| Q3 2021 | $285,000 | -1.7% | 3,834 | 0.0% | 0.11% | -6.7% |
| Q2 2021 | $290,000 | +1.0% | 3,834 | 0.0% | 0.12% | -6.3% |
| Q1 2021 | $287,000 | -3.4% | 3,834 | -17.3% | 0.13% | -20.1% |
| Q4 2020 | $297,000 | – | 4,634 | – | 0.16% | – |
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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% |