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 | $4,527,154 | -6.9% | 63,979 | -4.4% | 3.93% | +2.3% |
| Q2 2023 | $4,861,909 | +12.1% | 66,950 | +13.0% | 3.84% | +0.5% |
| Q1 2023 | $4,335,681 | -2.1% | 59,263 | +1.1% | 3.82% | +45.6% |
| Q4 2022 | $4,428,230 | +7.9% | 58,621 | -5.1% | 2.63% | +27.8% |
| Q3 2022 | $4,104,000 | -13.1% | 61,785 | -6.3% | 2.06% | -0.4% |
| Q2 2022 | $4,724,000 | -0.6% | 65,946 | +9.4% | 2.06% | +14.7% |
| Q1 2022 | $4,754,000 | – | 60,263 | – | 1.80% | – |
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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% |