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 | $97,950,929 | -0.8% | 1,384,270 | +1.8% | 0.16% | 0.0% |
| Q2 2023 | $98,786,685 | +13.6% | 1,360,323 | +14.5% | 0.16% | +9.3% |
| Q1 2023 | $86,940,085 | -0.1% | 1,188,355 | +3.1% | 0.15% | -2.0% |
| Q4 2022 | $87,061,656 | +39.3% | 1,152,524 | +22.5% | 0.15% | +27.5% |
| Q3 2022 | $62,480,000 | -2.5% | 940,542 | +5.1% | 0.12% | +1.7% |
| Q2 2022 | $64,080,000 | -0.6% | 894,604 | +9.5% | 0.12% | +15.7% |
| Q1 2022 | $64,473,000 | +7.1% | 817,254 | +9.8% | 0.10% | +10.9% |
| Q4 2021 | $60,189,000 | +13.0% | 744,639 | +3.8% | 0.09% | +5.7% |
| Q3 2021 | $53,254,000 | +0.5% | 717,318 | +2.3% | 0.09% | 0.0% |
| Q2 2021 | $53,010,000 | +8.2% | 700,999 | +4.3% | 0.09% | +2.4% |
| Q1 2021 | $49,005,000 | +131.0% | 672,033 | +103.2% | 0.08% | +107.3% |
| Q4 2020 | $21,212,000 | +300.5% | 330,707 | +245.3% | 0.04% | +241.7% |
| Q3 2020 | $5,296,000 | +13.8% | 95,769 | +6.5% | 0.01% | +20.0% |
| Q2 2020 | $4,653,000 | +18.0% | 89,922 | +2.6% | 0.01% | 0.0% |
| Q1 2020 | $3,942,000 | +3.3% | 87,623 | +33.0% | 0.01% | +25.0% |
| Q4 2019 | $3,815,000 | – | 65,865 | – | 0.01% | – |
Download | ||||||
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% |