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 | $1,779 | +0.5% | 25,145 | +3.2% | 0.63% | -3.9% |
| Q2 2023 | $1,770 | +18.1% | 24,369 | +18.9% | 0.66% | +18.7% |
| Q1 2023 | $1,499 | -13.9% | 20,494 | -11.1% | 0.56% | -19.7% |
| Q4 2022 | $1,742 | -99.9% | 23,060 | -3.3% | 0.69% | -6.7% |
| Q3 2022 | $1,584,000 | -16.2% | 23,837 | -9.7% | 0.74% | -8.6% |
| Q2 2022 | $1,890,000 | +82.1% | 26,384 | +100.6% | 0.81% | +116.0% |
| Q1 2022 | $1,038,000 | -2.3% | 13,153 | +0.1% | 0.38% | +1.6% |
| Q4 2021 | $1,062,000 | +8.9% | 13,144 | +0.1% | 0.37% | -2.9% |
| Q3 2021 | $975,000 | +1.4% | 13,134 | +3.2% | 0.38% | -1.8% |
| Q2 2021 | $962,000 | +4.5% | 12,724 | +0.7% | 0.39% | -17.1% |
| Q1 2021 | $921,000 | +11.9% | 12,637 | -1.5% | 0.47% | +6.4% |
| Q4 2020 | $823,000 | +16.1% | 12,830 | +0.1% | 0.44% | +4.5% |
| Q3 2020 | $709,000 | +6.9% | 12,819 | +0.1% | 0.42% | -3.9% |
| Q2 2020 | $663,000 | +15.1% | 12,809 | +0.1% | 0.44% | -14.8% |
| Q1 2020 | $576,000 | -25.7% | 12,799 | -4.4% | 0.51% | -10.5% |
| Q4 2019 | $775,000 | +7.8% | 13,389 | +1.9% | 0.57% | +4.2% |
| Q3 2019 | $719,000 | +3.3% | 13,134 | +0.1% | 0.55% | -1.4% |
| Q2 2019 | $696,000 | +1.5% | 13,117 | 0.0% | 0.56% | -4.3% |
| Q1 2019 | $686,000 | – | 13,117 | – | 0.58% | – |
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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% |