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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,407,448 | -10.6% | 46,922 | -9.9% | 1.11% | -15.4% |
| Q1 2023 | $3,811,155 | -0.0% | 52,093 | +3.2% | 1.31% | -14.2% |
| Q4 2022 | $3,813,001 | +12.6% | 50,477 | -0.9% | 1.52% | +10.4% |
| Q3 2022 | $3,385,000 | +9.4% | 50,957 | +18.0% | 1.38% | -0.9% |
| Q2 2022 | $3,095,000 | -4.4% | 43,198 | +5.2% | 1.39% | +29.0% |
| Q1 2022 | $3,238,000 | +0.7% | 41,050 | +3.2% | 1.08% | -4.5% |
| Q4 2021 | $3,216,000 | +4.4% | 39,780 | -4.1% | 1.13% | -22.9% |
| Q3 2021 | $3,079,000 | +14.4% | 41,468 | +16.5% | 1.47% | +6.8% |
| Q2 2021 | $2,691,000 | +53.9% | 35,581 | +48.4% | 1.37% | +7.3% |
| Q1 2021 | $1,749,000 | – | 23,982 | – | 1.28% | – |
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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% |