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 | $617,387 | -0.0% | 8,725 | +2.6% | 0.37% | -1.6% |
| Q2 2023 | $617,530 | -1.0% | 8,503 | -0.3% | 0.38% | -5.8% |
| Q1 2023 | $624,024 | -2.6% | 8,529 | +0.5% | 0.40% | -14.0% |
| Q4 2022 | $640,925 | +13.2% | 8,484 | -0.5% | 0.46% | +13.4% |
| Q3 2022 | $566,000 | +11.4% | 8,526 | +20.2% | 0.41% | +22.0% |
| Q2 2022 | $508,000 | -5.8% | 7,096 | +4.0% | 0.34% | +19.1% |
| Q1 2022 | $539,000 | +47.7% | 6,826 | +51.3% | 0.28% | +68.9% |
| Q4 2021 | $365,000 | +14.8% | 4,511 | +5.2% | 0.17% | +6.4% |
| Q3 2021 | $318,000 | +16.5% | 4,286 | +18.7% | 0.16% | +17.2% |
| Q2 2021 | $273,000 | – | 3,612 | – | 0.13% | – |
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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% |