SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,964,543 | -3.8% | 70,160 | -1.3% | 1.94% | -0.9% |
| Q2 2023 | $5,159,543 | +1.9% | 71,049 | +2.6% | 1.95% | -2.1% |
| Q1 2023 | $5,064,365 | -2.4% | 69,223 | +0.8% | 1.99% | -9.1% |
| Q4 2022 | $5,188,240 | +23.8% | 68,682 | +8.9% | 2.19% | +14.9% |
| Q3 2022 | $4,190,000 | -1.6% | 63,083 | +6.2% | 1.91% | +4.5% |
| Q2 2022 | $4,256,000 | -2.3% | 59,428 | +7.6% | 1.82% | +12.5% |
| Q1 2022 | $4,357,000 | -3.7% | 55,238 | -1.3% | 1.62% | -0.6% |
| Q4 2021 | $4,525,000 | +7.8% | 55,990 | -1.0% | 1.63% | -0.3% |
| Q3 2021 | $4,198,000 | -9.9% | 56,557 | -8.3% | 1.64% | -6.0% |
| Q2 2021 | $4,661,000 | +3.8% | 61,645 | +0.1% | 1.74% | -1.4% |
| Q1 2021 | $4,490,000 | +15.3% | 61,583 | +1.4% | 1.76% | +13.5% |
| Q4 2020 | $3,895,000 | +2.9% | 60,732 | -11.3% | 1.56% | +2.3% |
| Q3 2020 | $3,787,000 | +8.4% | 68,482 | +1.4% | 1.52% | +0.2% |
| Q2 2020 | $3,495,000 | +13.9% | 67,549 | -1.0% | 1.52% | -2.0% |
| Q1 2020 | $3,068,000 | -24.8% | 68,217 | -3.1% | 1.55% | -13.8% |
| Q4 2019 | $4,078,000 | +8.1% | 70,407 | +2.2% | 1.80% | +2.2% |
| Q3 2019 | $3,772,000 | -8.6% | 68,860 | -11.4% | 1.76% | -3.9% |
| Q2 2019 | $4,126,000 | -28.3% | 77,753 | -29.4% | 1.83% | -25.6% |
| Q1 2019 | $5,758,000 | +16.6% | 110,137 | +4.7% | 2.46% | +0.0% |
| Q4 2018 | $4,940,000 | -8.3% | 105,164 | +3.5% | 2.46% | +3.5% |
| Q3 2018 | $5,387,000 | +13.1% | 101,632 | +5.2% | 2.37% | +5.6% |
| Q2 2018 | $4,761,000 | -6.7% | 96,585 | -7.2% | 2.25% | -16.6% |
| Q1 2018 | $5,104,000 | +4.0% | 104,095 | +8.6% | 2.70% | -35.9% |
| Q4 2017 | $4,906,000 | – | 95,883 | – | 4.20% | – |
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% |