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 | $105,178,442 | -8.1% | 1,486,411 | -5.6% | 0.49% | -3.4% |
| Q2 2023 | $114,394,510 | -10.5% | 1,575,248 | -9.8% | 0.50% | -15.1% |
| Q1 2023 | $127,808,106 | +9.5% | 1,746,967 | +13.1% | 0.60% | +6.1% |
| Q4 2022 | $116,695,401 | +46.2% | 1,544,816 | +28.5% | 0.56% | +34.5% |
| Q3 2022 | $79,831,000 | +10.0% | 1,201,724 | +18.6% | 0.42% | +18.8% |
| Q2 2022 | $72,567,000 | +13.2% | 1,013,081 | +24.6% | 0.35% | +34.0% |
| Q1 2022 | $64,122,000 | +51.1% | 812,799 | +54.8% | 0.26% | +58.8% |
| Q4 2021 | $42,440,000 | +28.3% | 525,056 | +17.9% | 0.16% | +14.6% |
| Q3 2021 | $33,074,000 | +21.9% | 445,507 | +24.2% | 0.14% | +21.0% |
| Q2 2021 | $27,130,000 | +39.7% | 358,763 | +34.7% | 0.12% | +32.2% |
| Q1 2021 | $19,426,000 | +214.8% | 266,408 | +176.9% | 0.09% | +200.0% |
| Q4 2020 | $6,170,000 | +26726.1% | 96,196 | +19100.8% | 0.03% | – |
| Q1 2020 | $23,000 | -76.8% | 501 | -70.6% | 0.00% | -100.0% |
| Q4 2019 | $99,000 | +30.3% | 1,703 | +17.4% | 0.00% | – |
| Q1 2019 | $76,000 | +300.0% | 1,450 | +262.5% | 0.00% | – |
| Q4 2018 | $19,000 | -9.5% | 400 | 0.0% | 0.00% | – |
| Q3 2018 | $21,000 | -19.2% | 400 | -24.7% | 0.00% | – |
| Q2 2018 | $26,000 | -86.1% | 531 | -86.1% | 0.00% | -100.0% |
| Q1 2018 | $187,000 | +266.7% | 3,817 | +281.7% | 0.00% | – |
| Q4 2017 | $51,000 | +8.5% | 1,000 | 0.0% | 0.00% | – |
| Q3 2017 | $47,000 | +4.4% | 1,000 | 0.0% | 0.00% | – |
| Q2 2017 | $45,000 | -50.0% | 1,000 | -50.3% | 0.00% | -100.0% |
| Q1 2017 | $90,000 | +2.3% | 2,013 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $88,000 | +3.5% | 2,013 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $85,000 | +2.4% | 2,013 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $83,000 | +102.4% | 2,013 | +98.7% | 0.00% | – |
| Q1 2016 | $41,000 | +5.1% | 1,013 | 0.0% | 0.00% | – |
| Q4 2015 | $39,000 | +8.3% | 1,013 | 0.0% | 0.00% | – |
| Q3 2015 | $36,000 | -7.7% | 1,013 | 0.0% | 0.00% | – |
| Q2 2015 | $39,000 | – | 1,013 | – | 0.00% | – |
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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% |