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 | $226,432 | -2.6% | 3,200 | 0.0% | 0.05% | +19.0% |
| Q2 2023 | $232,384 | -0.7% | 3,200 | 0.0% | 0.04% | -34.4% |
| Q1 2023 | $234,112 | -3.2% | 3,200 | 0.0% | 0.06% | +18.5% |
| Q4 2022 | $241,728 | +13.5% | 3,200 | 0.0% | 0.05% | -25.0% |
| Q3 2022 | $213,000 | -7.0% | 3,200 | 0.0% | 0.07% | +41.2% |
| Q2 2022 | $229,000 | -9.1% | 3,200 | 0.0% | 0.05% | +41.7% |
| Q1 2022 | $252,000 | -2.7% | 3,200 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $259,000 | +8.8% | 3,200 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $238,000 | -10.2% | 3,200 | -8.6% | 0.03% | -5.6% |
| Q2 2021 | $265,000 | +3.9% | 3,500 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $255,000 | +12.3% | 3,500 | -1.1% | 0.04% | +19.4% |
| Q4 2020 | $227,000 | +3.2% | 3,540 | -6.8% | 0.03% | 0.0% |
| Q4 2019 | $220,000 | +5.8% | 3,800 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $208,000 | – | 3,800 | – | 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% |