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 | $1,724,067 | +31.2% | 24,365 | +34.6% | 0.23% | +36.7% |
| Q2 2023 | $1,314,495 | +14.4% | 18,101 | +15.2% | 0.17% | +5.7% |
| Q1 2023 | $1,149,417 | +126767.2% | 15,711 | +31.0% | 0.16% | +17.2% |
| Q4 2022 | $906 | -99.8% | 11,990 | +36.3% | 0.13% | +41.1% |
| Q3 2022 | $584,000 | +6.0% | 8,795 | +14.3% | 0.10% | +10.5% |
| Q2 2022 | $551,000 | +24.7% | 7,697 | +37.3% | 0.09% | +24.6% |
| Q1 2022 | $442,000 | -9.2% | 5,605 | -7.0% | 0.07% | +3.0% |
| Q4 2021 | $487,000 | +20.2% | 6,024 | +10.4% | 0.07% | +13.6% |
| Q3 2021 | $405,000 | -12.0% | 5,457 | -10.4% | 0.06% | -15.7% |
| Q2 2021 | $460,000 | +46.0% | 6,089 | +40.6% | 0.07% | +37.3% |
| Q1 2021 | $315,000 | +13.7% | 4,331 | 0.0% | 0.05% | +8.5% |
| Q4 2020 | $277,000 | -44.0% | 4,331 | -51.7% | 0.05% | -50.5% |
| Q3 2020 | $495,000 | +6.9% | 8,964 | 0.0% | 0.10% | -2.1% |
| Q2 2020 | $463,000 | +44.2% | 8,964 | +25.6% | 0.10% | +16.9% |
| Q1 2020 | $321,000 | -22.3% | 7,139 | 0.0% | 0.08% | +7.8% |
| Q4 2019 | $413,000 | +3654.5% | 7,139 | +2328.2% | 0.08% | +1825.0% |
| Q3 2014 | $11,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $11,000 | – | 294 | – | 0.00% | – |
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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% |