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 | $3,151,543 | -1.3% | 44,538 | +2.2% | 1.48% | -1.8% |
| Q2 2023 | $3,192,119 | -40.3% | 43,596 | -40.3% | 1.50% | -43.1% |
| Q1 2023 | $5,345,282 | -8.1% | 73,063 | -5.1% | 2.64% | -12.1% |
| Q4 2022 | $5,814,351 | +8.5% | 76,970 | -4.6% | 3.00% | -1.7% |
| Q3 2022 | $5,361,000 | +1.0% | 80,698 | +8.9% | 3.06% | +5.4% |
| Q2 2022 | $5,309,000 | -10.8% | 74,115 | -1.8% | 2.90% | +1.3% |
| Q1 2022 | $5,953,000 | +2.4% | 75,453 | +5.0% | 2.86% | +12.1% |
| Q4 2021 | $5,811,000 | +14.3% | 71,893 | +5.0% | 2.55% | +10.8% |
| Q3 2021 | $5,082,000 | +4.7% | 68,457 | +6.6% | 2.30% | +15.2% |
| Q2 2021 | $4,856,000 | +66.1% | 64,215 | +40.9% | 2.00% | +40.2% |
| Q4 2020 | $2,924,000 | +127.5% | 45,589 | +96.1% | 1.43% | +81.3% |
| Q3 2020 | $1,285,000 | +28.8% | 23,245 | +20.6% | 0.79% | +12.4% |
| Q2 2020 | $998,000 | – | 19,282 | – | 0.70% | – |
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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% |