SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442 | -56.7% | 6,245 | -55.6% | 0.26% | -58.7% |
| Q2 2023 | $1,021 | -83.4% | 14,064 | -83.3% | 0.62% | -88.5% |
| Q1 2023 | $6,166 | +19.8% | 84,277 | +23.7% | 5.44% | -12.2% |
| Q4 2022 | $5,149 | -99.9% | 68,157 | +0.8% | 6.19% | +15.6% |
| Q3 2022 | $4,493,000 | -30.6% | 67,637 | -25.1% | 5.36% | -23.1% |
| Q2 2022 | $6,470,000 | -17.0% | 90,320 | -8.6% | 6.96% | +4.5% |
| Q1 2022 | $7,793,000 | +93.8% | 98,782 | +98.5% | 6.66% | +150.2% |
| Q4 2021 | $4,022,000 | – | 49,764 | – | 2.66% | – |
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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% |