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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $405,365 | +4.9% | 5,582 | +5.7% | 0.04% | -4.8% |
| Q1 2023 | $386,431 | -1.8% | 5,282 | +1.3% | 0.04% | -10.6% |
| Q4 2022 | $393,714 | +47.5% | 5,212 | +39.4% | 0.05% | +38.2% |
| Q3 2022 | $267,000 | -23.7% | 3,740 | -23.8% | 0.03% | -32.0% |
| Q2 2022 | $350,000 | -9.6% | 4,911 | 0.0% | 0.05% | -12.3% |
| Q1 2022 | $387,000 | -10.4% | 4,911 | -8.2% | 0.06% | -19.7% |
| Q4 2021 | $432,000 | +8.8% | 5,349 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $397,000 | -1.5% | 5,349 | +0.3% | 0.07% | -22.6% |
| Q2 2021 | $403,000 | +49.3% | 5,335 | +44.3% | 0.09% | -23.1% |
| Q1 2021 | $270,000 | +13.9% | 3,698 | 0.0% | 0.12% | -40.4% |
| Q4 2020 | $237,000 | +16.2% | 3,698 | 0.0% | 0.20% | +24.5% |
| Q3 2020 | $204,000 | -4.7% | 3,698 | 0.0% | 0.16% | -32.1% |
| Q4 2019 | $214,000 | – | 3,698 | – | 0.24% | – |
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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% |