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 | $1,914,926 | -4.6% | 27,062 | -2.1% | 0.44% | -6.2% |
| Q2 2023 | $2,007,649 | -19.4% | 27,646 | -18.8% | 0.47% | -25.9% |
| Q1 2023 | $2,491,625 | +6.7% | 34,057 | +10.2% | 0.63% | -5.1% |
| Q4 2022 | $2,334,964 | +44.4% | 30,910 | +27.0% | 0.67% | +23.7% |
| Q3 2022 | $1,617,000 | +9.8% | 24,337 | +18.3% | 0.54% | +11.6% |
| Q2 2022 | $1,473,000 | -13.7% | 20,569 | -4.9% | 0.48% | -1.6% |
| Q1 2022 | $1,706,000 | +20.7% | 21,620 | +23.6% | 0.49% | +20.9% |
| Q4 2021 | $1,414,000 | – | 17,492 | – | 0.41% | – |
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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% |