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 | $4,167,108 | -1.4% | 58,891 | +2.0% | 1.70% | +0.8% |
| Q2 2023 | $4,225,414 | 0.0% | 57,756 | 0.0% | 1.69% | 0.0% |
| Q1 2023 | $4,225,414 | +65.0% | 57,756 | +70.3% | 1.69% | +45.9% |
| Q4 2022 | $2,561,283 | +15.1% | 33,906 | +1.2% | 1.16% | +13.1% |
| Q3 2022 | $2,226,000 | +15.5% | 33,504 | +24.5% | 1.02% | +7.3% |
| Q2 2022 | $1,928,000 | +115.4% | 26,916 | +137.1% | 0.95% | +150.4% |
| Q1 2022 | $895,000 | -2.2% | 11,350 | +0.3% | 0.38% | -6.8% |
| Q4 2021 | $915,000 | +9.2% | 11,321 | +0.3% | 0.41% | +8.5% |
| Q3 2021 | $838,000 | -1.5% | 11,286 | +0.3% | 0.38% | -3.1% |
| Q2 2021 | $851,000 | +211.7% | 11,252 | +200.5% | 0.39% | +131.5% |
| Q1 2021 | $273,000 | – | 3,745 | – | 0.17% | – |
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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% |