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 | $394,982 | -4.6% | 5,582 | -2.1% | 0.26% | +10.2% |
| Q2 2023 | $414,079 | +2.3% | 5,702 | +3.1% | 0.24% | -5.2% |
| Q1 2023 | $404,721 | -3.2% | 5,532 | 0.0% | 0.25% | -16.5% |
| Q4 2022 | $417,887 | -6.5% | 5,532 | -17.8% | 0.30% | -20.2% |
| Q3 2022 | $447,000 | -7.3% | 6,732 | 0.0% | 0.37% | -1.8% |
| Q2 2022 | $482,000 | -9.2% | 6,732 | 0.0% | 0.38% | +8.9% |
| Q1 2022 | $531,000 | -2.4% | 6,732 | 0.0% | 0.35% | +0.9% |
| Q4 2021 | $544,000 | +8.8% | 6,732 | 0.0% | 0.34% | +1.8% |
| Q3 2021 | $500,000 | -3.1% | 6,732 | -1.3% | 0.34% | +2.4% |
| Q2 2021 | $516,000 | +3.8% | 6,822 | 0.0% | 0.33% | +8.9% |
| Q1 2021 | $497,000 | – | 6,822 | – | 0.30% | – |
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% |