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 | $588,511 | -3.2% | 8,317 | -0.7% | 0.20% | -2.0% |
| Q2 2023 | $608,265 | +1.3% | 8,376 | +2.0% | 0.20% | -7.8% |
| Q1 2023 | $600,497 | +13.7% | 8,208 | +3.3% | 0.22% | -12.0% |
| Q4 2022 | $528,052 | +0.0% | 7,949 | 0.0% | 0.25% | +0.4% |
| Q3 2022 | $528,000 | -8.0% | 7,949 | 0.0% | 0.25% | -20.3% |
| Q2 2022 | $574,000 | +47.9% | 7,949 | +61.5% | 0.31% | +61.1% |
| Q1 2022 | $388,000 | -2.5% | 4,921 | 0.0% | 0.19% | -3.0% |
| Q4 2021 | $398,000 | +4.5% | 4,921 | -4.1% | 0.20% | -7.9% |
| Q3 2021 | $381,000 | +10.4% | 5,134 | +13.2% | 0.22% | +11.9% |
| Q2 2021 | $345,000 | +4.2% | 4,534 | 0.0% | 0.19% | -11.5% |
| Q1 2021 | $331,000 | +2446.2% | 4,534 | +2178.4% | 0.22% | +2080.0% |
| Q4 2020 | $13,000 | +44.4% | 199 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $9,000 | – | 199 | – | 0.01% | – |
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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% |