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 | $5,930,377 | +1.7% | 83,810 | +4.4% | 2.70% | -5.8% |
| Q2 2023 | $5,832,316 | +3.0% | 80,313 | +3.8% | 2.87% | -2.2% |
| Q1 2023 | $5,662,784 | -7.6% | 77,403 | -4.6% | 2.93% | -9.3% |
| Q4 2022 | $6,129,259 | +35.1% | 81,139 | +18.8% | 3.23% | +29.6% |
| Q3 2022 | $4,537,000 | +10.9% | 68,304 | +19.6% | 2.49% | +22.2% |
| Q2 2022 | $4,092,000 | -2.7% | 57,130 | +7.1% | 2.04% | +17.6% |
| Q1 2022 | $4,207,000 | +19.2% | 53,332 | +22.1% | 1.73% | +11.1% |
| Q4 2021 | $3,530,000 | +24.8% | 43,668 | +14.6% | 1.56% | +2.8% |
| Q3 2021 | $2,829,000 | -3.3% | 38,100 | -1.6% | 1.52% | -4.0% |
| Q2 2021 | $2,927,000 | +29.6% | 38,704 | +25.0% | 1.58% | +2.3% |
| Q1 2021 | $2,258,000 | +36.6% | 30,969 | +20.2% | 1.55% | +7.5% |
| Q4 2020 | $1,653,000 | – | 25,769 | – | 1.44% | – |
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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% |