SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $70,192 | -66.6% | 922 | -68.9% | 0.02% | -68.4% |
| Q3 2023 | $210,016 | +2.1% | 2,968 | +4.8% | 0.06% | +5.6% |
| Q2 2023 | $205,732 | -1.2% | 2,833 | -0.5% | 0.05% | -6.9% |
| Q1 2023 | $208,286 | +9.5% | 2,847 | +13.1% | 0.06% | +11.5% |
| Q4 2022 | $190,134 | +22.7% | 2,517 | +7.7% | 0.05% | +18.2% |
| Q3 2022 | $155,000 | +2.6% | 2,337 | +10.4% | 0.04% | +12.8% |
| Q2 2022 | $151,000 | -6.2% | 2,117 | +3.6% | 0.04% | +14.7% |
| Q1 2022 | $161,000 | -1.8% | 2,044 | +0.6% | 0.03% | 0.0% |
| Q4 2021 | $164,000 | +10.1% | 2,031 | +0.8% | 0.03% | 0.0% |
| Q3 2021 | $149,000 | -1.3% | 2,015 | +0.8% | 0.03% | -2.9% |
| Q2 2021 | $151,000 | – | 2,000 | – | 0.04% | – |
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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% |