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 | $48,907,977 | +9.6% | 691,181 | +12.5% | 6.00% | +11.1% |
| Q2 2023 | $44,610,226 | +5.7% | 614,297 | +6.5% | 5.40% | -3.2% |
| Q1 2023 | $42,206,000 | -0.2% | 576,904 | +3.1% | 5.57% | -8.5% |
| Q4 2022 | $42,287,515 | +7505.7% | 559,803 | +6586.6% | 6.09% | +7419.8% |
| Q3 2022 | $556,000 | -8.3% | 8,372 | -1.1% | 0.08% | -16.5% |
| Q2 2022 | $606,000 | -9.6% | 8,461 | -0.3% | 0.10% | +7.8% |
| Q1 2022 | $670,000 | -3.5% | 8,488 | -1.1% | 0.09% | -3.2% |
| Q4 2021 | $694,000 | +8.4% | 8,584 | -0.5% | 0.09% | +4.5% |
| Q3 2021 | $640,000 | -3.8% | 8,624 | -2.0% | 0.09% | -16.0% |
| Q2 2021 | $665,000 | +0.3% | 8,800 | -3.3% | 0.11% | -0.9% |
| Q1 2021 | $663,000 | +6.2% | 9,098 | -6.6% | 0.11% | 0.0% |
| Q4 2020 | $624,000 | +12.0% | 9,736 | -3.4% | 0.11% | -0.9% |
| Q3 2020 | $557,000 | +6.1% | 10,075 | -0.7% | 0.11% | -2.7% |
| Q2 2020 | $525,000 | +11.0% | 10,147 | -3.6% | 0.11% | -11.9% |
| Q1 2020 | $473,000 | -26.1% | 10,524 | -4.8% | 0.13% | -13.7% |
| Q4 2019 | $640,000 | -76.5% | 11,058 | -77.8% | 0.15% | -77.6% |
| Q3 2019 | $2,729,000 | +5.2% | 49,821 | +1.9% | 0.65% | +2.8% |
| Q2 2019 | $2,595,000 | +10.1% | 48,903 | +8.5% | 0.63% | +7.6% |
| Q1 2019 | $2,357,000 | +13.4% | 45,091 | +1.9% | 0.59% | -0.3% |
| Q4 2018 | $2,078,000 | +29.6% | 44,235 | +46.1% | 0.59% | +50.0% |
| Q3 2018 | $1,604,000 | -9.3% | 30,270 | -15.6% | 0.39% | -17.7% |
| Q2 2018 | $1,768,000 | +2.6% | 35,861 | +2.0% | 0.48% | -3.0% |
| Q1 2018 | $1,724,000 | +242.7% | 35,161 | +257.8% | 0.49% | +238.4% |
| Q4 2017 | $503,000 | +39.0% | 9,826 | +26.9% | 0.15% | +29.2% |
| Q3 2017 | $362,000 | +31.2% | 7,745 | +26.4% | 0.11% | +28.4% |
| Q2 2017 | $276,000 | – | 6,125 | – | 0.09% | – |
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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% |