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 | $1,120,304 | -15.2% | 16,173 | -8.8% | 0.27% | -10.5% |
| Q2 2023 | $1,321,829 | +143.6% | 17,726 | +128.3% | 0.30% | +148.0% |
| Q1 2023 | $542,712 | +1295.0% | 7,763 | +1407.4% | 0.12% | +1437.5% |
| Q4 2022 | $38,903 | +14.4% | 515 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -20.9% | 515 | -13.0% | 0.01% | -20.0% |
| Q2 2022 | $43,000 | -8.5% | 592 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $47,000 | -2.1% | 592 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | -82.4% | 592 | -83.8% | 0.01% | -83.0% |
| Q3 2021 | $272,000 | -9.9% | 3,663 | -8.2% | 0.05% | -11.7% |
| Q2 2021 | $302,000 | +2920.0% | 3,990 | +2770.5% | 0.06% | +2900.0% |
| Q1 2021 | $10,000 | +25.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -65.0% | 139 | -68.3% | 0.00% | -66.7% |
| Q1 2020 | $20,000 | -20.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | – | 439 | – | 0.01% | – |
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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% |