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 | $15,999,859 | +9.0% | 226,114 | +11.9% | 1.60% | +23.5% |
| Q2 2023 | $14,675,107 | +7.0% | 202,081 | +7.8% | 1.30% | -3.5% |
| Q1 2023 | $13,719,611 | +5.7% | 187,529 | +9.2% | 1.35% | 0.0% |
| Q4 2022 | $12,976,449 | +50.5% | 171,782 | +32.6% | 1.35% | +25.6% |
| Q3 2022 | $8,624,000 | +199.3% | 129,574 | +222.4% | 1.07% | -35.3% |
| Q2 2022 | $2,881,000 | +730.3% | 40,188 | +835.3% | 1.66% | +810.4% |
| Q1 2022 | $347,000 | -11.3% | 4,297 | -11.3% | 0.18% | -9.9% |
| Q4 2021 | $391,000 | – | 4,842 | – | 0.20% | – |
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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% |