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 | $13,970,306 | -18.6% | 197,432 | -16.5% | 15.22% | -17.1% |
| Q2 2023 | $17,165,062 | -0.9% | 236,368 | -0.2% | 18.35% | +12.3% |
| Q1 2023 | $17,321,745 | -5.1% | 236,765 | -2.0% | 16.34% | -6.0% |
| Q4 2022 | $18,245,724 | +32.6% | 241,537 | +16.6% | 17.38% | +3.5% |
| Q3 2022 | $13,763,000 | -5.7% | 207,188 | +1.6% | 16.78% | +0.4% |
| Q2 2022 | $14,600,000 | -10.1% | 203,831 | -1.0% | 16.72% | +2.6% |
| Q1 2022 | $16,244,000 | -1.8% | 205,910 | +0.6% | 16.30% | -1.2% |
| Q4 2021 | $16,547,000 | – | 204,714 | – | 16.50% | – |
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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% |