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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,425,603 | -49.6% | 19,631 | -49.3% | 0.05% | -56.1% |
| Q1 2023 | $2,831,292 | -0.4% | 38,700 | +2.9% | 0.12% | -10.9% |
| Q4 2022 | $2,842,193 | +33.0% | 37,625 | +17.0% | 0.14% | +16.0% |
| Q3 2022 | $2,137,000 | +4.1% | 32,163 | +12.3% | 0.12% | +1.7% |
| Q2 2022 | $2,052,000 | +42.3% | 28,647 | +56.7% | 0.12% | +42.7% |
| Q1 2022 | $1,442,000 | -2.0% | 18,278 | +0.4% | 0.08% | -1.2% |
| Q4 2021 | $1,472,000 | +9.7% | 18,207 | +0.7% | 0.08% | -8.8% |
| Q3 2021 | $1,342,000 | -0.7% | 18,078 | +1.1% | 0.09% | -5.2% |
| Q2 2021 | $1,352,000 | +3.4% | 17,879 | -0.3% | 0.10% | -17.2% |
| Q1 2021 | $1,308,000 | – | 17,931 | – | 0.12% | – |
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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% |