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 | $236,517 | -6.0% | 3,342 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $251,681 | +3.7% | 3,341 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $242,720 | -98.8% | 3,342 | -98.8% | 0.03% | -98.9% |
| Q4 2022 | $20,435,812 | +12.0% | 270,530 | -1.5% | 2.68% | -10.1% |
| Q3 2022 | $18,239,000 | -4.3% | 274,568 | +3.2% | 2.98% | +5.4% |
| Q2 2022 | $19,061,000 | -6.4% | 266,108 | +3.0% | 2.83% | +7.7% |
| Q1 2022 | $20,375,000 | -0.8% | 258,272 | +1.6% | 2.63% | -1.6% |
| Q4 2021 | $20,539,000 | +12.8% | 254,098 | +3.6% | 2.67% | +9.5% |
| Q3 2021 | $18,204,000 | +3.4% | 245,207 | +5.4% | 2.44% | +0.2% |
| Q2 2021 | $17,599,000 | +9.4% | 232,727 | +5.5% | 2.44% | +5.0% |
| Q1 2021 | $16,085,000 | – | 220,585 | – | 2.32% | – |
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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% |