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 | $492,093 | -2.6% | 6,954 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $505,029 | -4.4% | 6,954 | -3.7% | 0.04% | -11.6% |
| Q1 2023 | $528,098 | -3.2% | 7,218 | 0.0% | 0.04% | -8.5% |
| Q4 2022 | $545,278 | +18.0% | 7,218 | +3.8% | 0.05% | +6.8% |
| Q3 2022 | $462,000 | -33.5% | 6,954 | -28.3% | 0.04% | -27.9% |
| Q2 2022 | $695,000 | +26.6% | 9,704 | +39.5% | 0.06% | +48.8% |
| Q1 2022 | $549,000 | +37.2% | 6,954 | +40.4% | 0.04% | +41.4% |
| Q4 2021 | $400,000 | +8.7% | 4,954 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $368,000 | -0.5% | 4,954 | +1.3% | 0.03% | -12.1% |
| Q2 2021 | $370,000 | +6.0% | 4,889 | +2.1% | 0.03% | -2.9% |
| Q1 2021 | $349,000 | +15.6% | 4,789 | +1.6% | 0.03% | +3.0% |
| Q4 2020 | $302,000 | +21.8% | 4,713 | +5.0% | 0.03% | +6.5% |
| Q3 2020 | $248,000 | +6.9% | 4,489 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $232,000 | +10.0% | 4,489 | -4.3% | 0.03% | -11.4% |
| Q1 2020 | $211,000 | -22.4% | 4,689 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $272,000 | +5.8% | 4,689 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $257,000 | +3.2% | 4,689 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $249,000 | -49.2% | 4,689 | -50.0% | 0.03% | 0.0% |
| Q1 2019 | $490,000 | +122.7% | 9,378 | +100.0% | 0.03% | -5.6% |
| Q4 2018 | $220,000 | +0.5% | 4,689 | +13.3% | 0.04% | +16.1% |
| Q3 2018 | $219,000 | +7.4% | 4,139 | 0.0% | 0.03% | +3.3% |
| Q2 2018 | $204,000 | +0.5% | 4,139 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $203,000 | -4.2% | 4,139 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $212,000 | -28.1% | 4,139 | -34.2% | 0.03% | -33.3% |
| Q3 2017 | $295,000 | -44.3% | 6,293 | -46.4% | 0.04% | -45.8% |
| Q2 2017 | $530,000 | +1.1% | 11,748 | 0.0% | 0.08% | -1.2% |
| Q1 2017 | $524,000 | +57.8% | 11,748 | +54.4% | 0.08% | +50.0% |
| Q4 2016 | $332,000 | – | 7,609 | – | 0.06% | – |
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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% |