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 | $4,221,683 | -2.7% | 59,662 | -0.2% | 2.21% | -3.1% |
| Q2 2023 | $4,340,207 | +9.2% | 59,766 | +10.0% | 2.28% | -1.1% |
| Q1 2023 | $3,975,368 | +0.9% | 54,338 | +4.1% | 2.30% | -3.8% |
| Q4 2022 | $3,941,828 | +20.4% | 52,182 | +5.9% | 2.39% | +9.6% |
| Q3 2022 | $3,275,000 | -9.1% | 49,294 | -2.0% | 2.18% | -6.9% |
| Q2 2022 | $3,603,000 | -6.7% | 50,298 | +2.8% | 2.35% | +10.5% |
| Q1 2022 | $3,860,000 | +21.5% | 48,923 | +24.5% | 2.12% | +34.3% |
| Q4 2021 | $3,177,000 | +6.5% | 39,307 | -2.1% | 1.58% | +0.6% |
| Q3 2021 | $2,982,000 | +1.1% | 40,168 | +2.9% | 1.57% | +1.4% |
| Q2 2021 | $2,951,000 | +24.7% | 39,027 | +20.3% | 1.55% | +14.7% |
| Q1 2021 | $2,366,000 | +101.5% | 32,448 | +77.2% | 1.35% | +87.0% |
| Q4 2020 | $1,174,000 | +26.1% | 18,309 | +8.7% | 0.72% | +14.6% |
| Q3 2020 | $931,000 | -12.3% | 16,839 | -17.9% | 0.63% | -20.2% |
| Q2 2020 | $1,062,000 | -21.6% | 20,514 | -31.8% | 0.79% | -32.9% |
| Q1 2020 | $1,354,000 | -34.5% | 30,098 | -15.7% | 1.18% | -21.4% |
| Q4 2019 | $2,068,000 | – | 35,699 | – | 1.50% | – |
Download | ||||||
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% |