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 | $1,077,058 | -2.2% | 15,221 | +0.4% | 0.44% | -0.2% |
| Q2 2023 | $1,101,158 | +17.9% | 15,163 | +18.8% | 0.44% | +18.5% |
| Q1 2023 | $934,128 | +18.9% | 12,768 | +22.8% | 0.37% | +8.4% |
| Q4 2022 | $785,562 | +41.0% | 10,399 | +24.1% | 0.34% | +5.8% |
| Q3 2022 | $557,000 | -2.6% | 8,381 | +4.9% | 0.32% | -7.7% |
| Q2 2022 | $572,000 | -13.3% | 7,991 | -4.4% | 0.35% | -4.9% |
| Q1 2022 | $660,000 | +8.9% | 8,361 | +11.5% | 0.37% | +2.2% |
| Q4 2021 | $606,000 | +13.5% | 7,500 | +4.3% | 0.36% | +2.3% |
| Q3 2021 | $534,000 | +1.7% | 7,193 | +3.7% | 0.35% | +1.1% |
| Q2 2021 | $525,000 | +2.1% | 6,936 | -1.6% | 0.35% | -22.7% |
| Q1 2021 | $514,000 | -75.1% | 7,051 | -78.1% | 0.45% | -75.4% |
| Q4 2020 | $2,062,000 | -46.5% | 32,146 | -53.9% | 1.84% | -48.9% |
| Q3 2020 | $3,854,000 | +17.1% | 69,690 | +9.6% | 3.61% | +24.4% |
| Q2 2020 | $3,291,000 | +3817.9% | 63,586 | +3300.3% | 2.90% | +4429.7% |
| Q1 2020 | $84,000 | – | 1,870 | – | 0.06% | – |
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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% |