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 | $46,277,618 | -2.7% | 654,008 | -0.1% | 0.86% | +4.2% |
| Q2 2023 | $47,539,566 | +0.6% | 654,635 | +1.3% | 0.82% | -14.7% |
| Q1 2023 | $47,276,340 | +1.7% | 646,205 | +5.0% | 0.97% | -4.5% |
| Q4 2022 | $46,469,302 | +20.1% | 615,162 | +5.6% | 1.01% | +14.1% |
| Q3 2022 | $38,707,000 | +5.1% | 582,673 | +13.3% | 0.89% | +10.6% |
| Q2 2022 | $36,846,000 | +5.3% | 514,391 | +16.0% | 0.80% | +29.7% |
| Q1 2022 | $34,994,000 | +22.5% | 443,575 | +25.5% | 0.62% | +25.6% |
| Q4 2021 | $28,561,000 | +24.0% | 353,342 | +13.9% | 0.49% | +16.3% |
| Q3 2021 | $23,027,000 | +16.0% | 310,170 | +18.1% | 0.42% | +18.1% |
| Q2 2021 | $19,859,000 | +15.9% | 262,618 | +11.8% | 0.36% | +9.8% |
| Q1 2021 | $17,130,000 | +39.5% | 234,910 | +22.7% | 0.33% | +31.3% |
| Q4 2020 | $12,280,000 | +56.0% | 191,458 | +34.5% | 0.25% | +33.2% |
| Q3 2020 | $7,870,000 | +168.4% | 142,313 | +151.2% | 0.19% | +159.7% |
| Q2 2020 | $2,932,000 | +75.5% | 56,663 | +52.6% | 0.07% | +41.2% |
| Q1 2020 | $1,671,000 | +21.5% | 37,140 | +56.4% | 0.05% | +70.0% |
| Q4 2019 | $1,375,000 | +9.8% | 23,745 | +3.9% | 0.03% | +3.4% |
| Q3 2019 | $1,252,000 | +28.4% | 22,851 | +24.4% | 0.03% | +26.1% |
| Q2 2019 | $975,000 | +9.8% | 18,373 | +8.1% | 0.02% | +15.0% |
| Q1 2019 | $888,000 | +11.0% | 16,993 | -0.2% | 0.02% | -4.8% |
| Q4 2018 | $800,000 | -17.1% | 17,031 | -6.4% | 0.02% | +5.0% |
| Q3 2018 | $965,000 | +7.3% | 18,203 | -0.2% | 0.02% | +11.1% |
| Q2 2018 | $899,000 | +0.7% | 18,232 | +0.1% | 0.02% | +5.9% |
| Q1 2018 | $893,000 | +21.5% | 18,209 | +26.8% | 0.02% | +21.4% |
| Q4 2017 | $735,000 | +15.9% | 14,357 | +5.9% | 0.01% | +16.7% |
| Q3 2017 | $634,000 | +16.8% | 13,553 | +12.6% | 0.01% | +20.0% |
| Q2 2017 | $543,000 | +71.8% | 12,039 | +69.6% | 0.01% | +66.7% |
| Q1 2017 | $316,000 | – | 7,099 | – | 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% |