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 | $25,521,642 | -25.4% | 360,679 | -23.4% | 0.45% | -23.2% |
| Q2 2023 | $34,189,625 | +115797.0% | 470,802 | +16.8% | 0.59% | -3.6% |
| Q1 2023 | $29,500 | +41.7% | 403,229 | +46.3% | 0.61% | +7.4% |
| Q4 2022 | $20,815 | -99.9% | 275,545 | +29.1% | 0.57% | +24.9% |
| Q3 2022 | $14,180,000 | +54.6% | 213,451 | +66.7% | 0.45% | +58.4% |
| Q2 2022 | $9,170,000 | +289.9% | 128,024 | +329.4% | 0.29% | +297.2% |
| Q1 2022 | $2,352,000 | +114.6% | 29,813 | +119.9% | 0.07% | +118.2% |
| Q4 2021 | $1,096,000 | +117.0% | 13,555 | +99.3% | 0.03% | +106.2% |
| Q3 2021 | $505,000 | +64.5% | 6,803 | +67.5% | 0.02% | +45.5% |
| Q2 2021 | $307,000 | – | 4,062 | – | 0.01% | – |
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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% |