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 | $3,803,983 | -7.5% | 53,759 | -5.1% | 0.99% | -4.3% |
Q2 2023 | $4,112,403 | +2.4% | 56,629 | +3.2% | 1.04% | -0.5% |
Q1 2023 | $4,014,376 | +1.2% | 54,871 | +4.5% | 1.04% | -2.8% |
Q4 2022 | $3,967,769 | +20.2% | 52,525 | +5.7% | 1.07% | +6.1% |
Q3 2022 | $3,302,000 | +0.0% | 49,700 | +7.9% | 1.01% | +1.9% |
Q2 2022 | $3,301,000 | -0.1% | 46,079 | +10.1% | 0.99% | +6.3% |
Q1 2022 | $3,303,000 | +13.7% | 41,867 | +16.5% | 0.93% | +6.1% |
Q4 2021 | $2,905,000 | +29.6% | 35,937 | +19.0% | 0.88% | +16.1% |
Q3 2021 | $2,242,000 | +13.7% | 30,202 | +15.8% | 0.76% | +11.0% |
Q2 2021 | $1,972,000 | +30.8% | 26,073 | +26.1% | 0.68% | +20.1% |
Q1 2021 | $1,508,000 | +66.1% | 20,681 | +46.1% | 0.57% | +59.1% |
Q4 2020 | $908,000 | +205.7% | 14,153 | +163.1% | 0.36% | +147.9% |
Q3 2020 | $297,000 | – | 5,379 | – | 0.14% | – |
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% |