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 | $4,684,383 | +116.4% | 66,201 | +122.1% | 0.00% | +100.0% |
| Q2 2023 | $2,164,439 | -78.0% | 29,805 | -77.9% | 0.00% | -75.0% |
| Q1 2023 | $9,856,627 | -70.2% | 134,727 | -69.3% | 0.00% | -73.3% |
| Q4 2022 | $33,114,999 | +259.2% | 438,377 | +215.9% | 0.02% | +275.0% |
| Q3 2022 | $9,219,000 | -35.7% | 138,778 | -23.6% | 0.00% | -20.0% |
| Q1 2022 | $14,337,000 | +106.6% | 181,733 | +94.5% | 0.01% | +150.0% |
| Q3 2021 | $6,938,000 | +1652.0% | 93,459 | +1686.3% | 0.00% | – |
| Q2 2021 | $396,000 | -43.3% | 5,232 | -58.6% | 0.00% | – |
| Q3 2020 | $699,000 | -13.6% | 12,638 | -19.1% | 0.00% | -100.0% |
| Q2 2020 | $809,000 | -87.9% | 15,624 | -86.5% | 0.00% | -88.9% |
| Q4 2019 | $6,710,000 | +12.8% | 115,850 | +6.7% | 0.01% | -10.0% |
| Q3 2019 | $5,950,000 | +721.8% | 108,616 | +696.3% | 0.01% | +900.0% |
| Q2 2019 | $724,000 | -92.2% | 13,640 | -92.3% | 0.00% | -93.3% |
| Q1 2019 | $9,254,000 | +10.9% | 177,001 | -0.4% | 0.02% | -16.7% |
| Q4 2018 | $8,347,000 | -23.1% | 177,709 | -13.2% | 0.02% | -14.3% |
| Q3 2018 | $10,852,000 | +638.7% | 204,753 | +587.1% | 0.02% | +600.0% |
| Q2 2018 | $1,469,000 | +62.1% | 29,801 | +61.3% | 0.00% | +50.0% |
| Q1 2018 | $906,000 | -38.8% | 18,473 | -36.1% | 0.00% | -50.0% |
| Q4 2017 | $1,480,000 | -53.2% | 28,929 | -57.2% | 0.00% | -60.0% |
| Q3 2017 | $3,164,000 | -43.5% | 67,611 | -45.5% | 0.01% | -50.0% |
| Q2 2017 | $5,599,000 | -71.0% | 124,142 | -71.4% | 0.02% | -76.7% |
| Q1 2017 | $19,319,000 | +8681.4% | 433,347 | +8499.9% | 0.09% | +8500.0% |
| Q4 2016 | $220,000 | -61.8% | 5,039 | -63.0% | 0.00% | -66.7% |
| Q3 2016 | $576,000 | -95.5% | 13,617 | -95.6% | 0.00% | -95.2% |
| Q2 2016 | $12,801,000 | +1522.4% | 308,894 | +1468.9% | 0.06% | +1475.0% |
| Q1 2016 | $789,000 | -65.6% | 19,688 | -66.9% | 0.00% | -71.4% |
| Q4 2015 | $2,291,000 | -58.4% | 59,407 | -58.7% | 0.01% | -61.1% |
| Q2 2015 | $5,511,000 | +2371.3% | 143,921 | +2444.6% | 0.04% | +1700.0% |
| Q1 2015 | $223,000 | -92.9% | 5,656 | -93.0% | 0.00% | -93.8% |
| Q3 2014 | $3,120,000 | +1337.8% | 80,904 | +1329.7% | 0.03% | +966.7% |
| Q2 2014 | $217,000 | -15.9% | 5,659 | -19.1% | 0.00% | 0.0% |
| Q1 2014 | $258,000 | – | 6,993 | – | 0.00% | – |
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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% |