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 | $266,215 | -2.5% | 3,762 | +0.1% | 0.03% | +3.7% |
| Q2 2023 | $273,039 | -0.7% | 3,760 | +0.1% | 0.03% | -6.9% |
| Q1 2023 | $274,894 | -3.1% | 3,757 | +0.1% | 0.03% | -6.5% |
| Q4 2022 | $283,675 | +11.7% | 3,755 | -1.7% | 0.03% | 0.0% |
| Q3 2022 | $254,000 | -6.3% | 3,818 | +0.8% | 0.03% | 0.0% |
| Q2 2022 | $271,000 | -9.4% | 3,787 | +0.1% | 0.03% | +6.9% |
| Q1 2022 | $299,000 | -2.3% | 3,784 | +0.1% | 0.03% | +7.4% |
| Q4 2021 | $306,000 | +8.9% | 3,782 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $281,000 | -7.9% | 3,780 | -6.4% | 0.03% | -6.9% |
| Q2 2021 | $305,000 | 0.0% | 4,039 | -3.3% | 0.03% | -6.5% |
| Q1 2021 | $305,000 | +25.0% | 4,178 | +9.8% | 0.03% | +14.8% |
| Q4 2020 | $244,000 | +16.2% | 3,804 | -0.1% | 0.03% | +8.0% |
| Q3 2020 | $210,000 | +6.6% | 3,806 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $197,000 | +15.2% | 3,806 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $171,000 | -25.3% | 3,806 | -3.8% | 0.03% | -6.9% |
| Q4 2019 | $229,000 | +10.1% | 3,955 | +4.0% | 0.03% | +3.6% |
| Q3 2019 | $208,000 | +3.0% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $202,000 | +1.5% | 3,804 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $199,000 | +11.2% | 3,804 | 0.0% | 0.03% | +3.6% |
| Q4 2018 | $179,000 | -11.4% | 3,804 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $202,000 | +8.0% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $187,000 | 0.0% | 3,804 | 0.0% | 0.03% | -3.6% |
| Q1 2018 | $187,000 | -4.1% | 3,804 | 0.0% | 0.03% | +3.7% |
| Q4 2017 | $195,000 | +9.6% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $178,000 | +3.5% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $172,000 | +1.2% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $170,000 | +2.4% | 3,804 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $166,000 | +3.1% | 3,804 | 0.0% | 0.03% | +3.7% |
| Q3 2016 | $161,000 | +1.9% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $158,000 | +3.3% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $153,000 | +4.1% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $147,000 | +7.3% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $137,000 | -6.2% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $146,000 | -2.7% | 3,804 | 0.0% | 0.03% | -3.6% |
| Q1 2015 | $150,000 | -1.3% | 3,804 | 0.0% | 0.03% | -6.7% |
| Q4 2014 | $152,000 | +3.4% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $147,000 | +0.7% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $146,000 | +4.3% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $140,000 | +0.7% | 3,804 | 0.0% | 0.03% | -3.2% |
| Q4 2013 | $139,000 | +8.6% | 3,804 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $128,000 | – | 3,804 | – | 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% |