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 | $11,590,580 | -23.8% | 163,801 | -21.8% | 2.46% | -24.8% |
| Q2 2023 | $15,206,557 | +24.1% | 209,399 | +25.0% | 3.28% | -5.8% |
| Q1 2023 | $12,256,998 | -8.0% | 167,537 | -5.0% | 3.48% | -13.2% |
| Q4 2022 | $13,322,334 | +31.5% | 176,361 | +15.6% | 4.01% | +24.6% |
| Q3 2022 | $10,133,000 | +11.9% | 152,534 | +20.7% | 3.22% | +29.3% |
| Q2 2022 | $9,054,000 | +247.0% | 126,393 | +282.2% | 2.49% | +268.3% |
| Q1 2022 | $2,609,000 | +23.3% | 33,071 | +26.3% | 0.68% | +30.3% |
| Q4 2021 | $2,116,000 | +37.1% | 26,183 | +26.0% | 0.52% | -18.0% |
| Q3 2021 | $1,543,000 | +10.3% | 20,785 | +12.3% | 0.63% | +57.6% |
| Q2 2021 | $1,399,000 | +36.4% | 18,503 | +31.5% | 0.40% | +15.9% |
| Q1 2021 | $1,026,000 | +12725.0% | 14,072 | +10980.3% | 0.35% | +5666.7% |
| Q4 2020 | $8,000 | – | 127 | – | 0.01% | – |
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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% |