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 | $12,420,023 | +1.8% | 175,366 | +4.3% | 0.16% | -16.8% |
| Q2 2023 | $12,205,911 | -0.1% | 168,078 | +0.6% | 0.20% | -6.2% |
| Q1 2023 | $12,217,535 | +96841.5% | 167,094 | +0.1% | 0.21% | +6.6% |
| Q4 2022 | $12,603 | -99.9% | 166,969 | -1.0% | 0.20% | +3.7% |
| Q3 2022 | $11,182,000 | -5.8% | 168,676 | +1.7% | 0.19% | 0.0% |
| Q2 2022 | $11,872,000 | -7.2% | 165,805 | +2.1% | 0.19% | -1.0% |
| Q1 2022 | $12,798,000 | -4.7% | 162,354 | -1.8% | 0.19% | +11.7% |
| Q4 2021 | $13,431,000 | +30.9% | 165,278 | +20.0% | 0.17% | +23.9% |
| Q3 2021 | $10,257,000 | +0.4% | 137,689 | +2.1% | 0.14% | +2.2% |
| Q2 2021 | $10,219,000 | -6.5% | 134,834 | -9.5% | 0.14% | -14.6% |
| Q1 2021 | $10,928,000 | +1.1% | 148,970 | -11.6% | 0.16% | -12.2% |
| Q4 2020 | $10,810,000 | +14.5% | 168,534 | -1.5% | 0.18% | -2.7% |
| Q3 2020 | $9,439,000 | +9.2% | 171,184 | +2.5% | 0.18% | +3.9% |
| Q2 2020 | $8,641,000 | +12.7% | 166,962 | -2.0% | 0.18% | -25.8% |
| Q1 2020 | $7,668,000 | -17.9% | 170,348 | +6.0% | 0.24% | -11.1% |
| Q4 2019 | $9,336,000 | +7.6% | 160,722 | +2.8% | 0.27% | -0.4% |
| Q3 2019 | $8,676,000 | +15.5% | 156,354 | +11.0% | 0.27% | +12.4% |
| Q2 2019 | $7,513,000 | -44.4% | 140,918 | -45.3% | 0.24% | +8.6% |
| Q1 2019 | $13,502,000 | +142.5% | 257,480 | +118.2% | 0.22% | -1.3% |
| Q4 2018 | $5,568,000 | -0.7% | 118,013 | +11.3% | 0.22% | +13.6% |
| Q3 2018 | $5,609,000 | +20.5% | 106,070 | +12.7% | 0.20% | +7.0% |
| Q2 2018 | $4,654,000 | – | 94,142 | – | 0.18% | – |
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% |