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 | $621,762 | -4.3% | 8,787 | -1.8% | 0.02% | -8.7% |
| Q2 2023 | $649,652 | -1.2% | 8,946 | -0.5% | 0.02% | -4.2% |
| Q1 2023 | $657,702 | -3.1% | 8,990 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $678,569 | +8.9% | 8,983 | -4.2% | 0.03% | 0.0% |
| Q3 2022 | $623,000 | -7.3% | 9,380 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $672,000 | -4.1% | 9,380 | +5.6% | 0.03% | +8.3% |
| Q1 2022 | $701,000 | -2.4% | 8,880 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $718,000 | +200.4% | 8,880 | +176.0% | 0.02% | +187.5% |
| Q3 2021 | $239,000 | +12.2% | 3,217 | +14.0% | 0.01% | +14.3% |
| Q2 2021 | $213,000 | +3.4% | 2,822 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $206,000 | +1.5% | 2,822 | -11.0% | 0.01% | -11.1% |
| Q4 2020 | $203,000 | -58.2% | 3,170 | -62.2% | 0.01% | -66.7% |
| Q4 2019 | $486,000 | +5.7% | 8,393 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $460,000 | +3.4% | 8,393 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $445,000 | +2.5% | 8,393 | +1.2% | 0.03% | 0.0% |
| Q1 2019 | $434,000 | – | 8,293 | – | 0.03% | – |
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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% |