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 | $467,936 | -2.6% | 6,613 | 0.0% | 0.16% | -3.7% |
| Q2 2023 | $480,236 | -2.2% | 6,613 | -1.5% | 0.16% | +2.5% |
| Q1 2023 | $491,050 | -3.2% | 6,712 | 0.0% | 0.16% | -8.1% |
| Q4 2022 | $507,024 | +73.0% | 6,712 | +52.0% | 0.17% | +52.2% |
| Q3 2022 | $293,000 | -6.1% | 4,415 | +2.2% | 0.11% | -4.2% |
| Q2 2022 | $312,000 | -8.5% | 4,322 | 0.0% | 0.12% | -0.8% |
| Q1 2022 | $341,000 | -2.3% | 4,322 | 0.0% | 0.12% | -4.0% |
| Q4 2021 | $349,000 | +8.7% | 4,322 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $321,000 | -1.8% | 4,322 | 0.0% | 0.13% | -25.3% |
| Q2 2021 | $327,000 | +3.8% | 4,322 | 0.0% | 0.17% | -5.6% |
| Q1 2021 | $315,000 | +13.7% | 4,322 | 0.0% | 0.18% | +4.0% |
| Q4 2020 | $277,000 | +62.0% | 4,322 | +39.6% | 0.17% | +37.3% |
| Q3 2020 | $171,000 | +8.2% | 3,095 | +1.2% | 0.13% | 0.0% |
| Q2 2020 | $158,000 | – | 3,057 | – | 0.13% | – |
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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% |