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 | $1,272,265 | -28.8% | 17,980 | -26.9% | 0.54% | -26.5% |
| Q2 2023 | $1,787,396 | -44.9% | 24,613 | -44.5% | 0.74% | -47.1% |
| Q1 2023 | $3,243,768 | -1.3% | 44,338 | +1.9% | 1.40% | -12.2% |
| Q4 2022 | $3,285,914 | +253.3% | 43,499 | +210.6% | 1.60% | +241.2% |
| Q3 2022 | $930,000 | +355.9% | 14,006 | +454.5% | 0.47% | +524.0% |
| Q4 2021 | $204,000 | -51.4% | 2,526 | -68.9% | 0.08% | -77.8% |
| Q2 2020 | $420,000 | -15.3% | 8,117 | -26.5% | 0.34% | -35.4% |
| Q1 2020 | $496,000 | -36.6% | 11,042 | -18.2% | 0.52% | -12.0% |
| Q4 2019 | $782,000 | +2.0% | 13,507 | -3.6% | 0.59% | -10.8% |
| Q3 2019 | $767,000 | – | 14,010 | – | 0.67% | – |
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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% |