SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204 | -13.9% | 3,059 | -6.3% | 0.15% | -7.3% |
| Q2 2023 | $237 | -0.4% | 3,266 | 0.0% | 0.16% | +8.6% |
| Q1 2023 | $238 | -20.4% | 3,266 | -17.6% | 0.15% | -23.6% |
| Q4 2022 | $299 | -99.9% | 3,964 | 0.0% | 0.20% | +5.9% |
| Q3 2022 | $266,000 | -38.0% | 3,964 | -33.8% | 0.19% | -36.1% |
| Q2 2022 | $429,000 | -10.1% | 5,992 | -0.9% | 0.29% | -12.0% |
| Q1 2022 | $477,000 | -1.9% | 6,049 | -3.3% | 0.33% | -10.7% |
| Q4 2021 | $486,000 | -4.5% | 6,255 | -4.9% | 0.37% | +23.8% |
| Q3 2021 | $509,000 | +1.6% | 6,578 | 0.0% | 0.30% | -3.8% |
| Q2 2021 | $501,000 | +3.5% | 6,578 | -1.0% | 0.31% | -4.0% |
| Q1 2021 | $484,000 | +12.6% | 6,642 | -0.9% | 0.33% | +4.5% |
| Q4 2020 | $430,000 | -1.4% | 6,705 | -9.5% | 0.31% | -6.6% |
| Q3 2020 | $436,000 | +6.1% | 7,406 | -6.7% | 0.34% | -3.2% |
| Q2 2020 | $411,000 | -42.5% | 7,937 | -50.1% | 0.35% | -52.8% |
| Q1 2020 | $715,000 | -22.0% | 15,901 | 0.0% | 0.73% | -19.9% |
| Q4 2019 | $917,000 | – | 15,901 | – | 0.92% | – |
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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% |