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 2023 | $2,167,662 | -5.3% | 30,634 | -2.8% | 1.53% | -0.3% |
| Q2 2023 | $2,289,346 | -2.0% | 31,525 | -1.3% | 1.54% | -13.5% |
| Q1 2023 | $2,335,926 | +19.1% | 31,929 | +22.9% | 1.78% | +22.2% |
| Q4 2022 | $1,962,000 | +238.9% | 25,973 | +198.2% | 1.46% | +238.6% |
| Q3 2022 | $579,000 | +6333.3% | 8,710 | +6498.5% | 0.43% | +7066.7% |
| Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 132 | 0.0% | 0.01% | -33.3% |
| Q4 2021 | $11,000 | -21.4% | 132 | -46.3% | 0.01% | -43.8% |
| Q3 2020 | $14,000 | +7.7% | 246 | -3.9% | 0.02% | +6.7% |
| Q2 2020 | $13,000 | +8.3% | 256 | 0.0% | 0.02% | -11.8% |
| Q1 2020 | $12,000 | -20.0% | 256 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $15,000 | – | 256 | – | 0.02% | – |
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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% |