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 | $904,037 | -79.9% | 12,776 | -78.6% | 0.18% | -78.8% |
| Q2 2023 | $4,503,141 | +6.0% | 59,715 | +2.7% | 0.85% | -3.5% |
| Q1 2023 | $4,247,543 | -5.9% | 58,170 | -2.7% | 0.88% | -14.7% |
| Q4 2022 | $4,514,846 | +1.8% | 59,768 | -10.5% | 1.04% | -9.3% |
| Q3 2022 | $4,437,000 | -4.5% | 66,791 | +3.0% | 1.14% | -2.0% |
| Q2 2022 | $4,645,000 | -5.1% | 64,844 | +4.5% | 1.17% | +7.1% |
| Q1 2022 | $4,896,000 | +249.5% | 62,076 | +258.2% | 1.09% | +240.9% |
| Q4 2021 | $1,401,000 | +8.8% | 17,331 | -0.1% | 0.32% | +5.3% |
| Q3 2021 | $1,288,000 | – | 17,352 | – | 0.30% | – |
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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% |