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 | $2,127,125 | +2.7% | 30,061 | +5.4% | 0.49% | -0.6% |
| Q2 2023 | $2,070,433 | +11.9% | 28,511 | +12.7% | 0.50% | +4.2% |
| Q1 2023 | $1,850,748 | +9.3% | 25,297 | +12.8% | 0.48% | +1.7% |
| Q4 2022 | $1,693,422 | +14.2% | 22,418 | +0.4% | 0.47% | +8.8% |
| Q3 2022 | $1,483,000 | -6.6% | 22,327 | +0.8% | 0.43% | -2.7% |
| Q2 2022 | $1,587,000 | -7.4% | 22,156 | +2.0% | 0.44% | +9.9% |
| Q1 2022 | $1,714,000 | +6.4% | 21,730 | +9.0% | 0.40% | +3.6% |
| Q4 2021 | $1,611,000 | -34.8% | 19,928 | -40.1% | 0.39% | -44.7% |
| Q3 2021 | $2,469,000 | +6.4% | 33,258 | +8.4% | 0.70% | -2.9% |
| Q2 2021 | $2,321,000 | +20.7% | 30,691 | +16.4% | 0.72% | +4.2% |
| Q1 2021 | $1,923,000 | +19.9% | 26,367 | +5.4% | 0.70% | +26.1% |
| Q4 2020 | $1,604,000 | +22.3% | 25,015 | +5.4% | 0.55% | +10.0% |
| Q3 2020 | $1,312,000 | +7.9% | 23,725 | +1.0% | 0.50% | -6.5% |
| Q2 2020 | $1,216,000 | +7.3% | 23,500 | +5.3% | 0.54% | +4.9% |
| Q1 2020 | $1,133,000 | – | 22,313 | – | 0.51% | – |
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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% |