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 | $9,461,835 | +19.4% | 135,751 | +24.4% | 2.32% | +26.9% |
| Q2 2023 | $7,924,773 | +11.8% | 109,127 | +12.6% | 1.83% | +8.9% |
| Q1 2023 | $7,090,543 | +19.7% | 96,918 | +23.6% | 1.68% | +17.6% |
| Q4 2022 | $5,922,283 | +26.7% | 78,399 | +21.7% | 1.43% | +6.6% |
| Q3 2022 | $4,673,000 | +7.0% | 64,443 | +7.0% | 1.34% | +28.5% |
| Q2 2022 | $4,368,000 | -5.9% | 60,233 | +2.4% | 1.04% | +11.3% |
| Q1 2022 | $4,642,000 | -0.7% | 58,839 | +3.0% | 0.94% | +3.6% |
| Q4 2021 | $4,673,000 | +11.8% | 57,139 | +1.5% | 0.90% | -4.5% |
| Q3 2021 | $4,180,000 | +0.5% | 56,309 | +2.4% | 0.95% | +1.0% |
| Q2 2021 | $4,158,000 | +34.1% | 54,984 | +13.7% | 0.94% | +19.0% |
| Q1 2021 | $3,101,000 | +25.8% | 48,340 | +8.4% | 0.79% | +17.4% |
| Q4 2020 | $2,466,000 | -1.2% | 44,587 | +1.4% | 0.67% | +0.9% |
| Q3 2020 | $2,496,000 | +8.6% | 43,987 | -1.5% | 0.67% | +8.6% |
| Q2 2020 | $2,298,000 | +10.1% | 44,639 | 0.0% | 0.61% | -6.8% |
| Q1 2020 | $2,088,000 | -20.8% | 44,639 | -1.8% | 0.66% | +2.8% |
| Q4 2019 | $2,636,000 | +6.7% | 45,447 | +0.2% | 0.64% | +5.6% |
| Q3 2019 | $2,470,000 | +2.7% | 45,345 | 0.0% | 0.61% | +2.9% |
| Q2 2019 | $2,406,000 | -4.6% | 45,345 | -5.1% | 0.59% | -11.6% |
| Q1 2019 | $2,523,000 | -5.4% | 47,774 | -15.9% | 0.67% | -23.0% |
| Q4 2018 | $2,667,000 | -8.9% | 56,774 | -2.3% | 0.86% | -1.3% |
| Q3 2018 | $2,929,000 | -11.3% | 58,086 | -13.7% | 0.88% | -20.7% |
| Q2 2018 | $3,301,000 | 0.0% | 67,321 | 0.0% | 1.10% | +1.8% |
| Q1 2018 | $3,301,000 | -7.7% | 67,321 | -3.7% | 1.08% | -11.7% |
| Q4 2017 | $3,576,000 | +9.0% | 69,876 | -0.3% | 1.23% | +3.0% |
| Q3 2017 | $3,281,000 | -8.8% | 70,110 | -12.1% | 1.19% | -16.1% |
| Q2 2017 | $3,596,000 | +1.0% | 79,731 | -0.2% | 1.42% | -8.6% |
| Q1 2017 | $3,561,000 | -0.1% | 79,872 | -2.4% | 1.56% | -0.8% |
| Q4 2016 | $3,564,000 | +2.8% | 81,798 | -0.2% | 1.57% | +4.4% |
| Q3 2016 | $3,466,000 | +0.7% | 81,927 | -1.4% | 1.50% | +4.4% |
| Q2 2016 | $3,443,000 | -20.6% | 83,076 | -23.2% | 1.44% | -24.2% |
| Q1 2016 | $4,337,000 | +9.9% | 108,181 | +5.7% | 1.90% | +5.1% |
| Q4 2015 | $3,945,000 | +10562.2% | 102,299 | +10296.2% | 1.80% | +7747.8% |
| Q2 2015 | $37,000 | -5.1% | 984 | 0.0% | 0.02% | -11.5% |
| Q1 2015 | $39,000 | – | 984 | – | 0.03% | – |
Download | ||||||
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% |