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 | $21,729,170 | +0.1% | 307,083 | +2.7% | 5.98% | +1.9% |
| Q2 2023 | $21,707,688 | +4.6% | 298,922 | +5.3% | 5.87% | -4.8% |
| Q1 2023 | $20,758,704 | +5.4% | 283,744 | +8.8% | 6.16% | -4.4% |
| Q4 2022 | $19,696,223 | +30.0% | 260,739 | +14.3% | 6.45% | +18.2% |
| Q3 2022 | $15,153,000 | -2.4% | 228,112 | +5.3% | 5.45% | +2.5% |
| Q2 2022 | $15,519,000 | -3.4% | 216,656 | +6.4% | 5.32% | +10.1% |
| Q1 2022 | $16,062,000 | +6.2% | 203,603 | +8.8% | 4.83% | +7.4% |
| Q4 2021 | $15,128,000 | +22.3% | 187,159 | +12.3% | 4.50% | +7.4% |
| Q3 2021 | $12,373,000 | +7.1% | 166,658 | +9.1% | 4.19% | +4.3% |
| Q2 2021 | $11,549,000 | +16.2% | 152,721 | +12.1% | 4.02% | +4.5% |
| Q1 2021 | $9,935,000 | +27.4% | 136,246 | +12.0% | 3.84% | +17.3% |
| Q4 2020 | $7,801,000 | +32.6% | 121,632 | +14.3% | 3.28% | +16.6% |
| Q3 2020 | $5,883,000 | +12.3% | 106,392 | +5.1% | 2.81% | +1.6% |
| Q2 2020 | $5,240,000 | +23.1% | 101,260 | +7.0% | 2.77% | +1.6% |
| Q1 2020 | $4,256,000 | -18.1% | 94,614 | +5.4% | 2.72% | -4.0% |
| Q4 2019 | $5,198,000 | +8.8% | 89,739 | +2.9% | 2.84% | -1.8% |
| Q3 2019 | $4,778,000 | +7.8% | 87,219 | +4.4% | 2.89% | +8.5% |
| Q2 2019 | $4,432,000 | +6.9% | 83,506 | +5.3% | 2.66% | -1.4% |
| Q1 2019 | $4,147,000 | +10.3% | 79,331 | -0.9% | 2.70% | -0.4% |
| Q4 2018 | $3,760,000 | – | 80,056 | – | 2.71% | – |
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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% |