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 | $16,165,918 | -23.8% | 232,771 | -20.3% | 0.81% | -21.4% |
| Q2 2023 | $21,210,144 | +0.9% | 292,070 | -2.1% | 1.04% | -7.3% |
| Q1 2023 | $21,020,704 | +20.5% | 298,251 | +29.2% | 1.12% | -6.8% |
| Q4 2022 | $17,442,405 | +32.1% | 230,903 | +29.2% | 1.20% | +19.9% |
| Q3 2022 | $13,200,000 | +78.6% | 178,674 | +73.1% | 1.00% | +68.2% |
| Q2 2022 | $7,392,000 | -1.0% | 103,195 | +5.2% | 0.59% | +1.2% |
| Q1 2022 | $7,466,000 | +36.3% | 98,098 | +33.0% | 0.59% | +8.3% |
| Q3 2021 | $5,476,000 | +5.0% | 73,757 | +7.0% | 0.54% | +1.5% |
| Q2 2021 | $5,213,000 | +19.3% | 68,933 | +15.0% | 0.53% | +4.3% |
| Q1 2021 | $4,371,000 | +632.2% | 59,944 | +544.1% | 0.51% | +582.7% |
| Q4 2020 | $597,000 | +111.7% | 9,307 | +82.6% | 0.08% | +82.9% |
| Q3 2020 | $282,000 | +31.2% | 5,098 | +22.7% | 0.04% | +20.6% |
| Q2 2020 | $215,000 | +1854.5% | 4,154 | +1946.3% | 0.03% | +1033.3% |
| Q1 2019 | $11,000 | +10.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 203 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $11,000 | +10.0% | 203 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $10,000 | +100.0% | 203 | +99.0% | 0.00% | +100.0% |
| Q2 2017 | $5,000 | – | 102 | – | 0.00% | – |
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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% |