SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $904,705 | -18.6% | 11,884 | -24.4% | 0.84% | -11.1% |
| Q3 2023 | $1,111,971 | -81.7% | 15,715 | -81.2% | 0.94% | -81.9% |
| Q2 2023 | $6,065,127 | -2.3% | 83,519 | -1.5% | 5.22% | -23.5% |
| Q1 2023 | $6,204,969 | -39.6% | 84,814 | -37.6% | 6.82% | -55.2% |
| Q4 2022 | $10,269,035 | +44.9% | 135,942 | +27.4% | 15.22% | +100.8% |
| Q3 2022 | $7,089,000 | -31.9% | 106,711 | -26.6% | 7.58% | -28.2% |
| Q2 2022 | $10,412,000 | -32.0% | 145,355 | -25.1% | 10.56% | -35.1% |
| Q1 2022 | $15,307,000 | +2.4% | 194,033 | +5.0% | 16.26% | +24.7% |
| Q4 2021 | $14,941,000 | – | 184,840 | – | 13.04% | – |
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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% |