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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,129,730 | -1.5% | 185,553 | +1.1% | 2.36% | +4.0% |
Q2 2023 | $13,333,468 | -1.7% | 183,606 | -1.0% | 2.27% | -6.7% |
Q1 2023 | $13,569,936 | -5.7% | 185,483 | -2.6% | 2.43% | -12.8% |
Q4 2022 | $14,385,309 | +22.3% | 190,433 | +7.5% | 2.79% | +8.7% |
Q3 2022 | $11,764,000 | -12.4% | 177,090 | -5.5% | 2.56% | -8.2% |
Q2 2022 | $13,430,000 | -6.3% | 187,493 | +3.2% | 2.79% | +8.9% |
Q1 2022 | $14,330,000 | +12.1% | 181,646 | +14.9% | 2.56% | +13.7% |
Q4 2021 | $12,779,000 | +18.0% | 158,097 | +10.0% | 2.26% | +8.2% |
Q3 2021 | $10,826,000 | – | 143,758 | – | 2.08% | – |
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% |