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 | $7,173 | +13.9% | 101,365 | +16.9% | 1.50% | +9.6% |
| Q2 2023 | $6,299 | +13.5% | 86,741 | +14.3% | 1.37% | -1.2% |
| Q1 2023 | $5,551 | +5.4% | 75,862 | +8.8% | 1.38% | -0.3% |
| Q4 2022 | $5,268 | -99.9% | 69,731 | +17.3% | 1.39% | +25.9% |
| Q3 2022 | $3,950,000 | -5.0% | 59,461 | +2.4% | 1.10% | +2.6% |
| Q2 2022 | $4,159,000 | +202.9% | 58,063 | +233.5% | 1.07% | +122.8% |
| Q1 2022 | $1,373,000 | +11.4% | 17,409 | +14.2% | 0.48% | +69.1% |
| Q4 2021 | $1,232,000 | +293.6% | 15,241 | +261.9% | 0.28% | +251.9% |
| Q3 2021 | $313,000 | -8.7% | 4,211 | -7.1% | 0.08% | -10.0% |
| Q2 2021 | $343,000 | – | 4,533 | – | 0.09% | – |
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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% |