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 | $1,609 | +10.0% | 22,740 | +13.7% | 0.08% | +27.1% |
| Q1 2023 | $1,463 | +232.5% | 19,998 | +243.5% | 0.06% | +168.2% |
| Q4 2022 | $440 | -100.0% | 5,821 | -56.8% | 0.02% | -57.7% |
| Q2 2022 | $965,000 | +41.5% | 13,469 | +55.7% | 0.05% | +116.7% |
| Q1 2022 | $682,000 | +17.8% | 8,650 | +10.9% | 0.02% | +4.3% |
| Q3 2021 | $579,000 | -63.3% | 7,801 | -72.6% | 0.02% | -80.3% |
| Q3 2020 | $1,577,000 | +22428.6% | 28,509 | +18412.3% | 0.12% | – |
| Q4 2016 | $7,000 | -96.4% | 154 | -96.6% | 0.00% | -100.0% |
| Q3 2016 | $193,000 | – | 4,556 | – | 0.02% | – |
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% |