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 | $654 | -0.8% | 8,591 | -7.8% | 0.05% | -10.2% |
| Q3 2023 | $659 | -12.7% | 9,313 | -10.4% | 0.06% | -7.8% |
| Q2 2023 | $755 | -1.3% | 10,395 | -0.6% | 0.06% | -5.9% |
| Q1 2023 | $765 | -5.6% | 10,461 | -2.5% | 0.07% | -11.7% |
| Q4 2022 | $810 | -99.8% | 10,725 | +34.0% | 0.08% | +45.3% |
| Q3 2022 | $532,000 | -2.4% | 8,005 | +5.3% | 0.05% | +1.9% |
| Q2 2022 | $545,000 | +45.3% | 7,603 | +59.8% | 0.05% | +67.7% |
| Q1 2022 | $375,000 | +13.0% | 4,759 | +15.8% | 0.03% | +24.0% |
| Q4 2021 | $332,000 | +9.2% | 4,108 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $304,000 | +16.9% | 4,093 | +19.1% | 0.02% | +13.6% |
| Q2 2021 | $260,000 | +10.2% | 3,438 | +6.2% | 0.02% | 0.0% |
| Q1 2021 | $236,000 | -4.5% | 3,238 | -16.0% | 0.02% | -8.3% |
| Q4 2020 | $247,000 | -7.8% | 3,853 | -20.4% | 0.02% | -20.0% |
| Q3 2020 | $268,000 | +7.2% | 4,838 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $250,000 | +14.7% | 4,838 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $218,000 | -7.6% | 4,838 | +18.7% | 0.03% | +15.4% |
| Q4 2019 | $236,000 | +10.8% | 4,076 | +4.6% | 0.03% | 0.0% |
| Q3 2019 | $213,000 | +2.9% | 3,896 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $207,000 | +1.5% | 3,896 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $204,000 | – | 3,896 | – | 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% |