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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,526,717 | -6.0% | 20,054 | -12.6% | 0.62% | -12.6% |
| Q3 2023 | $1,624,508 | -9.1% | 22,958 | -6.8% | 0.71% | -7.7% |
| Q2 2023 | $1,787,977 | -1.4% | 24,621 | -0.6% | 0.77% | -8.0% |
| Q1 2023 | $1,812,758 | -4.3% | 24,778 | -1.2% | 0.84% | -9.0% |
| Q4 2022 | $1,894,543 | +15.0% | 25,080 | +1.1% | 0.92% | +5.9% |
| Q3 2022 | $1,648,000 | +3.3% | 24,804 | +11.4% | 0.87% | +7.4% |
| Q2 2022 | $1,595,000 | -9.2% | 22,266 | -0.0% | 0.81% | +4.8% |
| Q1 2022 | $1,757,000 | -2.9% | 22,271 | -0.6% | 0.77% | 0.0% |
| Q4 2021 | $1,810,000 | +1.2% | 22,395 | -7.0% | 0.77% | -0.5% |
| Q3 2021 | $1,789,000 | -1.9% | 24,093 | -0.1% | 0.77% | +0.9% |
| Q2 2021 | $1,824,000 | -13.3% | 24,121 | -16.4% | 0.77% | -21.3% |
| Q1 2021 | $2,105,000 | +10.7% | 28,868 | -2.6% | 0.98% | -0.8% |
| Q4 2020 | $1,901,000 | -7.9% | 29,637 | -20.6% | 0.98% | -17.1% |
| Q3 2020 | $2,064,000 | -43.9% | 37,319 | -47.5% | 1.19% | -50.5% |
| Q2 2020 | $3,677,000 | -34.7% | 71,049 | -43.3% | 2.40% | -54.1% |
| Q1 2020 | $5,633,000 | -22.7% | 125,234 | -0.5% | 5.22% | -9.1% |
| Q4 2019 | $7,290,000 | – | 125,855 | – | 5.74% | – |
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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% |