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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $398,000 | -2.5% | 5,050 | 0.0% | 0.02% | +13.3% |
| Q4 2021 | $408,000 | +8.8% | 5,050 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $375,000 | -1.8% | 5,050 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $382,000 | +3.8% | 5,050 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $368,000 | -39.0% | 5,050 | -50.0% | 0.02% | +5.9% |
| Q4 2020 | $603,000 | +116.1% | 10,100 | +100.0% | 0.02% | +6.2% |
| Q3 2020 | $279,000 | +13.0% | 5,050 | +5.8% | 0.02% | 0.0% |
| Q2 2020 | $247,000 | +14.9% | 4,775 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $215,000 | -71.6% | 4,775 | -64.5% | 0.02% | -29.2% |
| Q4 2019 | $758,000 | +106.0% | 13,450 | +100.0% | 0.02% | 0.0% |
| Q3 2019 | $368,000 | +31.0% | 6,725 | +26.9% | 0.02% | +26.3% |
| Q2 2019 | $281,000 | -10.5% | 5,300 | -11.7% | 0.02% | -9.5% |
| Q1 2019 | $314,000 | +11.3% | 6,000 | 0.0% | 0.02% | -4.5% |
| Q4 2018 | $282,000 | -28.1% | 6,000 | -18.9% | 0.02% | -12.0% |
| Q3 2018 | $392,000 | +12.0% | 7,400 | +4.2% | 0.02% | +4.2% |
| Q2 2018 | $350,000 | +0.6% | 7,100 | 0.0% | 0.02% | -4.0% |
| Q1 2018 | $348,000 | -8.2% | 7,100 | -4.1% | 0.02% | -7.4% |
| Q4 2017 | $379,000 | +9.5% | 7,400 | 0.0% | 0.03% | +8.0% |
| Q3 2017 | $346,000 | +6.5% | 7,400 | +2.8% | 0.02% | 0.0% |
| Q2 2017 | $325,000 | +1.2% | 7,200 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $321,000 | +2.2% | 7,200 | 0.0% | 0.02% | -3.8% |
| Q4 2016 | $314,000 | +3.0% | 7,200 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $305,000 | +2.3% | 7,200 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $298,000 | – | 7,200 | – | 0.03% | – |
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% |