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 | $12,239 | +59.6% | 172,962 | +63.8% | 0.82% | +60.4% |
| Q2 2023 | $7,667 | +42.2% | 105,572 | +43.3% | 0.51% | +21.8% |
| Q1 2023 | $5,390 | -4.3% | 73,677 | -1.2% | 0.42% | -12.2% |
| Q4 2022 | $5,634 | -99.9% | 74,579 | +15.3% | 0.48% | +19.6% |
| Q3 2022 | $4,295,000 | -11.0% | 64,659 | -4.0% | 0.40% | -6.6% |
| Q2 2022 | $4,827,000 | +0.3% | 67,382 | +10.4% | 0.42% | +19.7% |
| Q1 2022 | $4,813,000 | – | 61,013 | – | 0.36% | – |
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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% |