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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $151,441 | -3.2% | 2,070 | 0.0% | 0.06% | -17.3% |
| Q4 2022 | $156,368 | +7.8% | 2,070 | 0.0% | 0.08% | -2.6% |
| Q3 2022 | $145,000 | +10.7% | 2,070 | +13.6% | 0.08% | +2.7% |
| Q2 2022 | $131,000 | +6.5% | 1,822 | +17.4% | 0.08% | +17.2% |
| Q1 2022 | $123,000 | +19.4% | 1,552 | +21.5% | 0.06% | +28.0% |
| Q4 2021 | $103,000 | +8.4% | 1,277 | 0.0% | 0.05% | -18.0% |
| Q3 2021 | $95,000 | +20.3% | 1,277 | +22.0% | 0.06% | +17.3% |
| Q2 2021 | $79,000 | +21.5% | 1,047 | +17.5% | 0.05% | -1.9% |
| Q1 2021 | $65,000 | +261.1% | 891 | +209.4% | 0.05% | +211.8% |
| Q4 2020 | $18,000 | – | 288 | – | 0.02% | – |
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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% |