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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,746,801 | -3.0% | 24,054 | -2.3% | 3.75% | +3.9% |
| Q1 2023 | $1,800,760 | -21.7% | 24,614 | -19.1% | 3.61% | -30.3% |
| Q4 2022 | $2,299,589 | +6.0% | 30,442 | -2.2% | 5.18% | -3.2% |
| Q3 2022 | $2,170,000 | -2.6% | 31,132 | +1.3% | 5.36% | +79.0% |
| Q2 2022 | $2,228,000 | +11.8% | 30,745 | +20.2% | 2.99% | +119.6% |
| Q1 2022 | $1,992,000 | +14.7% | 25,571 | +15.7% | 1.36% | +190.0% |
| Q4 2021 | $1,737,000 | +2.0% | 22,106 | +2.0% | 0.47% | -2.5% |
| Q3 2021 | $1,703,000 | +3.0% | 21,673 | +0.2% | 0.48% | -28.2% |
| Q2 2021 | $1,654,000 | -1.8% | 21,629 | -1.6% | 0.67% | +28.1% |
| Q1 2021 | $1,685,000 | +13.0% | 21,973 | -5.5% | 0.52% | -17.7% |
| Q4 2020 | $1,491,000 | -22.7% | 23,254 | -26.2% | 0.64% | -25.9% |
| Q3 2020 | $1,928,000 | -41.8% | 31,508 | -43.8% | 0.86% | -28.8% |
| Q4 2019 | $3,314,000 | +13.5% | 56,069 | +8.7% | 1.21% | +3.8% |
| Q3 2019 | $2,919,000 | +6.2% | 51,582 | +0.5% | 1.16% | -6.8% |
| Q2 2019 | $2,748,000 | +162.5% | 51,336 | +170.6% | 1.25% | +144.9% |
| Q4 2018 | $1,047,000 | +7.1% | 18,972 | 0.0% | 0.51% | +15.1% |
| Q2 2018 | $978,000 | -42.4% | 18,972 | -45.1% | 0.44% | -11.8% |
| Q1 2018 | $1,698,000 | +23.9% | 34,562 | +26.5% | 0.50% | -22.0% |
| Q4 2017 | $1,370,000 | – | 27,314 | – | 0.64% | – |
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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% |