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 | $5,020,838 | -1.7% | 70,956 | +0.9% | 0.26% | -3.4% |
| Q2 2023 | $5,107,429 | +73.2% | 70,331 | +74.5% | 0.27% | +49.7% |
| Q1 2023 | $2,948,387 | -82.8% | 40,301 | -82.3% | 0.18% | -82.8% |
| Q4 2022 | $17,155,819 | +37.7% | 227,109 | +21.1% | 1.04% | +21.1% |
| Q3 2022 | $12,462,000 | -5.8% | 187,609 | +2.4% | 0.86% | +31.4% |
| Q2 2022 | $13,228,000 | -2.5% | 183,299 | +6.6% | 0.65% | +12.0% |
| Q1 2022 | $13,569,000 | +20.5% | 172,007 | +23.6% | 0.58% | +35.9% |
| Q4 2021 | $11,257,000 | -26.3% | 139,158 | -31.4% | 0.43% | -26.7% |
| Q3 2021 | $15,278,000 | +1.7% | 202,941 | +2.8% | 0.58% | -0.2% |
| Q2 2021 | $15,021,000 | +1.8% | 197,472 | -0.2% | 0.59% | +42.2% |
| Q1 2021 | $14,756,000 | -2.5% | 197,905 | -4.1% | 0.41% | -32.2% |
| Q4 2020 | $15,142,000 | +32.3% | 206,445 | -2.0% | 0.61% | +2.5% |
| Q3 2020 | $11,443,000 | +6222.1% | 210,732 | +5703.7% | 0.59% | +5830.0% |
| Q2 2020 | $181,000 | -32.2% | 3,631 | -39.6% | 0.01% | -44.4% |
| Q1 2020 | $267,000 | -97.6% | 6,013 | -96.8% | 0.02% | -96.9% |
| Q4 2019 | $11,018,000 | +11.3% | 189,485 | +4.3% | 0.59% | -0.5% |
| Q3 2019 | $9,903,000 | +1.6% | 181,679 | -1.1% | 0.59% | -2.3% |
| Q2 2019 | $9,749,000 | +2.5% | 183,710 | +0.9% | 0.60% | -3.7% |
| Q1 2019 | $9,515,000 | +8.5% | 182,004 | -3.3% | 0.63% | -3.2% |
| Q4 2018 | $8,771,000 | -13.0% | 188,308 | -0.5% | 0.65% | -3.3% |
| Q3 2018 | $10,077,000 | +6.6% | 189,265 | -1.4% | 0.67% | -9.0% |
| Q2 2018 | $9,457,000 | -1.5% | 191,874 | -2.0% | 0.74% | -12.1% |
| Q1 2018 | $9,601,000 | -6.5% | 195,819 | -2.4% | 0.84% | -8.6% |
| Q4 2017 | $10,266,000 | +8.8% | 200,641 | -0.5% | 0.92% | -2.2% |
| Q3 2017 | $9,438,000 | -0.0% | 201,700 | -1.5% | 0.94% | -3.1% |
| Q2 2017 | $9,439,000 | +0.4% | 204,771 | -2.9% | 0.97% | -1.0% |
| Q1 2017 | $9,405,000 | +5531.7% | 210,990 | +5388.8% | 0.98% | +4345.5% |
| Q4 2016 | $167,000 | +3.1% | 3,844 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $162,000 | +1.9% | 3,844 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $159,000 | +15.2% | 3,844 | +11.9% | 0.02% | +9.5% |
| Q1 2016 | $138,000 | – | 3,434 | – | 0.02% | – |
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% |