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 | $1,995,898 | +26.3% | 28,207 | +29.7% | 0.25% | +26.5% |
| Q2 2023 | $1,579,925 | +172.3% | 21,756 | +174.3% | 0.20% | +159.7% |
| Q1 2023 | $580,207 | -2.8% | 7,931 | +0.4% | 0.08% | +4.1% |
| Q4 2022 | $596,651 | -10.3% | 7,899 | -21.1% | 0.07% | -29.5% |
| Q3 2022 | $665,000 | +34.3% | 10,017 | +44.7% | 0.10% | +38.2% |
| Q2 2022 | $495,000 | +103.7% | 6,921 | +124.3% | 0.08% | +153.3% |
| Q1 2022 | $243,000 | -2.4% | 3,086 | +0.0% | 0.03% | +3.4% |
| Q4 2021 | $249,000 | +11.7% | 3,085 | +2.7% | 0.03% | +7.4% |
| Q3 2021 | $223,000 | +5475.0% | 3,005 | +5792.2% | 0.03% | +2600.0% |
| Q1 2021 | $4,000 | +33.3% | 51 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 51 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -93.9% | 50 | -93.3% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | -21.4% | 750 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $42,000 | +950.0% | 750 | +657.6% | 0.01% | +233.3% |
| Q1 2014 | $4,000 | +100.0% | 99 | +65.0% | 0.00% | +50.0% |
| Q4 2013 | $2,000 | – | 60 | – | 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% |