SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,352,000 | -10.7% | 65,514 | -3.7% | 0.81% | +11.4% |
| Q2 2022 | $4,872,000 | -3.6% | 68,013 | +6.2% | 0.72% | +14.2% |
| Q1 2022 | $5,054,000 | +1.2% | 64,061 | +3.7% | 0.64% | +12.4% |
| Q4 2021 | $4,992,000 | +21.2% | 61,761 | +13.4% | 0.56% | +3.9% |
| Q3 2021 | $4,119,000 | 0.0% | 54,476 | 0.0% | 0.54% | +0.2% |
| Q2 2021 | $4,119,000 | +5.0% | 54,476 | +1.3% | 0.54% | +0.6% |
| Q1 2021 | $3,921,000 | -4.3% | 53,776 | -15.8% | 0.54% | -3.2% |
| Q4 2020 | $4,097,000 | +36.6% | 63,880 | +17.7% | 0.56% | +21.3% |
| Q3 2020 | $3,000,000 | -19.0% | 54,255 | -24.2% | 0.46% | -23.8% |
| Q2 2020 | $3,705,000 | +39.8% | 71,590 | +21.5% | 0.60% | +15.9% |
| Q1 2020 | $2,651,000 | -0.7% | 58,930 | +27.9% | 0.52% | +27.4% |
| Q4 2019 | $2,669,000 | +23.8% | 46,080 | +17.1% | 0.41% | +15.9% |
| Q3 2019 | $2,156,000 | +37.5% | 39,350 | +33.2% | 0.35% | +29.8% |
| Q2 2019 | $1,568,000 | +222.6% | 29,550 | +217.7% | 0.27% | +202.2% |
| Q1 2019 | $486,000 | – | 9,300 | – | 0.09% | – |
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% |