SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $69,583 | +22.9% | 914 | +14.2% | 0.01% | -11.1% |
| Q3 2023 | $56,608 | -32.2% | 800 | -30.4% | 0.01% | -30.8% |
| Q2 2023 | $83,513 | +8.7% | 1,150 | +9.5% | 0.01% | 0.0% |
| Q1 2023 | $76,818 | +97138.0% | 1,050 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $79 | -99.9% | 1,050 | -42.1% | 0.01% | -40.0% |
| Q3 2022 | $121,000 | +61.3% | 1,812 | +72.6% | 0.02% | +66.7% |
| Q2 2022 | $75,000 | -9.6% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $83,000 | +822.2% | 1,050 | +740.0% | 0.01% | +500.0% |
| Q3 2021 | $9,000 | -71.0% | 125 | -79.2% | 0.00% | -71.4% |
| Q2 2020 | $31,000 | – | 600 | – | 0.01% | – |
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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% |