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 | $7,379,906 | -5.1% | 104,295 | -2.6% | 1.46% | -2.8% |
Q2 2023 | $7,777,678 | +32.6% | 107,101 | +33.5% | 1.50% | +23.1% |
Q1 2023 | $5,867,187 | +13.8% | 80,197 | +17.5% | 1.22% | +3.4% |
Q4 2022 | $5,155,597 | +12.7% | 68,250 | -0.9% | 1.18% | +8.8% |
Q3 2022 | $4,575,000 | -5.4% | 68,875 | +6.2% | 1.09% | +6.9% |
Q2 2022 | $4,837,000 | +92.9% | 64,837 | +103.9% | 1.02% | +95.0% |
Q1 2022 | $2,508,000 | +15.8% | 31,797 | +15.1% | 0.52% | +15.0% |
Q4 2021 | $2,166,000 | +14.4% | 27,624 | +8.3% | 0.45% | +5.8% |
Q3 2021 | $1,893,000 | +6.9% | 25,504 | +8.9% | 0.43% | +5.7% |
Q2 2021 | $1,771,000 | +1.3% | 23,425 | +2.7% | 0.40% | -3.8% |
Q1 2021 | $1,749,000 | +24.8% | 22,811 | +9.0% | 0.42% | +18.6% |
Q4 2020 | $1,402,000 | +53.7% | 20,920 | +26.8% | 0.36% | +13.8% |
Q3 2020 | $912,000 | +14.4% | 16,493 | +19.2% | 0.31% | +11.8% |
Q2 2020 | $797,000 | +236.3% | 13,832 | +238.6% | 0.28% | +203.3% |
Q4 2019 | $237,000 | – | 4,085 | – | 0.09% | – |
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% |