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 | $12,623,659 | -5.0% | 178,401 | -2.5% | 4.93% | -1.4% |
| Q2 2023 | $13,290,437 | -41.9% | 183,013 | -41.4% | 5.00% | -43.1% |
| Q1 2023 | $22,862,634 | -6.1% | 312,502 | -3.0% | 8.78% | -10.3% |
| Q4 2022 | $24,335,065 | +13.0% | 322,148 | -0.6% | 9.80% | +5.1% |
| Q3 2022 | $21,535,000 | -21.2% | 324,182 | -15.0% | 9.32% | -18.7% |
| Q2 2022 | $27,314,000 | -8.1% | 381,323 | +1.2% | 11.48% | +4.7% |
| Q1 2022 | $29,724,000 | +16.1% | 376,776 | +18.9% | 10.96% | +19.1% |
| Q4 2021 | $25,605,000 | +19.2% | 316,774 | +9.5% | 9.20% | +13.2% |
| Q3 2021 | $21,478,000 | +1.2% | 289,306 | +3.1% | 8.13% | +2.2% |
| Q2 2021 | $21,222,000 | +7.1% | 280,637 | +3.3% | 7.95% | +2.1% |
| Q1 2021 | $19,817,000 | +58.0% | 271,757 | +39.0% | 7.79% | +52.5% |
| Q4 2020 | $12,542,000 | – | 195,548 | – | 5.11% | – |
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% |