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 | $478,927 | +0.5% | 6,768 | +3.2% | 0.06% | +1.6% |
| Q2 2023 | $476,365 | -7.9% | 6,560 | -7.2% | 0.06% | -14.1% |
| Q1 2023 | $517,323 | +8.5% | 7,071 | +12.0% | 0.07% | -6.6% |
| Q4 2022 | $476,941 | +37.1% | 6,314 | +20.5% | 0.08% | +20.6% |
| Q3 2022 | $348,000 | +22.1% | 5,241 | +31.5% | 0.06% | +21.2% |
| Q2 2022 | $285,000 | -8.7% | 3,985 | +0.9% | 0.05% | -5.5% |
| Q1 2022 | $312,000 | +4.0% | 3,949 | +6.5% | 0.06% | -3.5% |
| Q4 2021 | $300,000 | +19.5% | 3,708 | +9.6% | 0.06% | -1.7% |
| Q3 2021 | $251,000 | -0.4% | 3,384 | +1.5% | 0.06% | -4.9% |
| Q2 2021 | $252,000 | +16.7% | 3,333 | +12.7% | 0.06% | -3.2% |
| Q1 2021 | $216,000 | +14.9% | 2,957 | +0.7% | 0.06% | -3.1% |
| Q4 2020 | $188,000 | +16.8% | 2,936 | +0.9% | 0.06% | -1.5% |
| Q3 2020 | $161,000 | -8.0% | 2,909 | -13.8% | 0.07% | -16.5% |
| Q2 2020 | $175,000 | – | 3,374 | – | 0.08% | – |
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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% |