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 | $2,343,304 | +229.8% | 33,116 | +238.5% | 0.07% | +58.1% |
| Q2 2023 | $710,532 | +0.8% | 9,784 | +1.6% | 0.04% | -15.7% |
| Q1 2023 | $704,705 | -22.8% | 9,632 | -20.3% | 0.05% | -28.2% |
| Q4 2022 | $912,350 | +42.6% | 12,078 | +25.4% | 0.07% | +20.3% |
| Q3 2022 | $640,000 | +113.3% | 9,631 | +129.7% | 0.06% | +156.5% |
| Q2 2022 | $300,000 | -36.2% | 4,192 | -29.7% | 0.02% | -28.1% |
| Q1 2022 | $470,000 | +14.6% | 5,960 | +17.5% | 0.03% | +14.3% |
| Q4 2021 | $410,000 | +112.4% | 5,072 | +95.2% | 0.03% | +100.0% |
| Q3 2021 | $193,000 | -1.0% | 2,598 | +0.6% | 0.01% | -6.7% |
| Q2 2021 | $195,000 | +3150.0% | 2,582 | +2482.0% | 0.02% | +1400.0% |
| Q4 2020 | $6,000 | – | 100 | – | 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% |