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 | $12,466,922 | -0.8% | 176,186 | +1.8% | 1.62% | +3.3% |
| Q2 2023 | $12,567,494 | +1.9% | 173,058 | +2.6% | 1.57% | -4.0% |
| Q1 2023 | $12,334,638 | +3.6% | 168,598 | +7.0% | 1.63% | -2.4% |
| Q4 2022 | $11,907,321 | +60.7% | 157,629 | +41.3% | 1.67% | +39.3% |
| Q3 2022 | $7,408,000 | +13.6% | 111,522 | +22.5% | 1.20% | +18.3% |
| Q2 2022 | $6,522,000 | +3.3% | 91,055 | +13.7% | 1.02% | +14.9% |
| Q1 2022 | $6,316,000 | +3.2% | 80,065 | +5.8% | 0.88% | +2.0% |
| Q4 2021 | $6,119,000 | +9.3% | 75,705 | +0.4% | 0.87% | -0.6% |
| Q3 2021 | $5,599,000 | -1.0% | 75,412 | +0.8% | 0.87% | -1.8% |
| Q2 2021 | $5,657,000 | +5.5% | 74,808 | +1.7% | 0.89% | +1.7% |
| Q1 2021 | $5,363,000 | +13.8% | 73,550 | +0.1% | 0.87% | +3.7% |
| Q4 2020 | $4,713,000 | +21.4% | 73,475 | +4.6% | 0.84% | +14.9% |
| Q3 2020 | $3,883,000 | +13.5% | 70,223 | +6.3% | 0.73% | +5.5% |
| Q2 2020 | $3,420,000 | – | 66,085 | – | 0.70% | – |
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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% |