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 | $9,185,984 | +95.4% | 129,818 | +100.5% | 0.61% | +82.0% |
| Q2 2023 | $4,701,729 | +6.7% | 64,744 | +7.5% | 0.33% | -1.8% |
| Q1 2023 | $4,405,563 | +174.8% | 60,218 | +183.8% | 0.34% | +153.0% |
| Q4 2022 | $1,603,029 | -2.0% | 21,220 | -13.8% | 0.13% | -22.1% |
| Q3 2022 | $1,635,000 | +1.4% | 24,610 | +9.3% | 0.17% | +17.8% |
| Q2 2022 | $1,613,000 | -37.6% | 22,518 | -31.3% | 0.15% | -30.5% |
| Q1 2022 | $2,586,000 | -7.8% | 32,778 | -5.6% | 0.21% | +4.0% |
| Q4 2021 | $2,806,000 | +17.5% | 34,711 | +7.9% | 0.20% | -1.0% |
| Q3 2021 | $2,388,000 | +292.1% | 32,169 | +299.7% | 0.20% | +277.8% |
| Q2 2021 | $609,000 | +136.0% | 8,048 | +127.3% | 0.05% | +100.0% |
| Q1 2021 | $258,000 | +203.5% | 3,541 | +87.8% | 0.03% | -55.0% |
| Q1 2020 | $85,000 | -72.8% | 1,886 | -65.0% | 0.06% | -66.1% |
| Q4 2019 | $312,000 | – | 5,383 | – | 0.18% | – |
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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% |