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 | $126,635 | +22.5% | 1,790 | +25.7% | 0.01% | 0.0% |
| Q2 2023 | $103,385 | +10.3% | 1,424 | +11.1% | 0.01% | +10.0% |
| Q1 2023 | $93,757 | -40.6% | 1,282 | -38.6% | 0.01% | -50.0% |
| Q4 2022 | $157,727 | +192.1% | 2,088 | +154.9% | 0.02% | +150.0% |
| Q3 2022 | $54,000 | +3.8% | 819 | +13.1% | 0.01% | +14.3% |
| Q2 2022 | $52,000 | -3.7% | 724 | +5.2% | 0.01% | +16.7% |
| Q1 2022 | $54,000 | -3.6% | 688 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $56,000 | +366.7% | 688 | +324.7% | 0.01% | +250.0% |
| Q3 2021 | $12,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -99.7% | 162 | +153.1% | 0.00% | +100.0% |
| Q1 2021 | $4,667,000 | +116575.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -62.5% | 64 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 128 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $3,000 | – | 64 | – | 0.00% | – |
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% |