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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028,463 | +10.6% | 14,534 | +13.5% | 0.02% | +11.8% |
| Q2 2023 | $930,223 | +2.0% | 12,809 | +2.8% | 0.02% | -15.0% |
| Q1 2023 | $911,964 | -15.1% | 12,466 | -12.3% | 0.02% | -25.9% |
| Q4 2022 | $1,074,045 | +357.0% | 14,218 | +301.9% | 0.03% | +285.7% |
| Q3 2022 | $235,000 | -27.0% | 3,538 | -21.2% | 0.01% | -22.2% |
| Q2 2022 | $322,000 | -9.0% | 4,490 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $354,000 | -94.0% | 4,490 | -93.8% | 0.01% | -93.9% |
| Q4 2021 | $5,889,000 | +9.1% | 72,855 | +0.2% | 0.15% | -4.5% |
| Q3 2021 | $5,397,000 | +10.2% | 72,703 | +11.7% | 0.16% | -1.9% |
| Q2 2021 | $4,899,000 | -26.4% | 65,094 | -28.7% | 0.16% | -39.0% |
| Q1 2021 | $6,660,000 | -42.2% | 91,333 | -49.2% | 0.26% | -49.5% |
| Q4 2020 | $11,531,000 | +286.8% | 179,778 | +239.9% | 0.51% | +194.8% |
| Q3 2020 | $2,981,000 | – | 52,899 | – | 0.17% | – |
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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% |