Schwab Charitable Fund - SCHWAB STRATEGIC TR ownership

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
Schwab Charitable Fund ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$202,631
-2.3%
2,770
+0.8%
0.02%
-45.7%
Q4 2022$207,488
-1.7%
2,747
+2.8%
0.04%
+59.1%
Q1 2022$211,000
-1.9%
2,671
+0.6%
0.02%
+4.8%
Q4 2021$215,0002,6540.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders