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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,501,607 | +36.7% | 59,592 | +20.2% | 2.03% | +25.0% |
| Q3 2022 | $3,294,000 | -3.7% | 49,589 | +3.8% | 1.63% | -1.1% |
| Q2 2022 | $3,421,000 | -7.1% | 47,754 | +2.3% | 1.64% | -31.4% |
| Q1 2022 | $3,682,000 | -5.5% | 46,668 | -3.2% | 2.40% | +8.4% |
| Q4 2021 | $3,897,000 | +24.9% | 48,213 | +14.8% | 2.21% | +13.4% |
| Q3 2021 | $3,119,000 | +4.7% | 42,007 | +6.7% | 1.95% | +4.2% |
| Q2 2021 | $2,978,000 | +39.4% | 39,378 | +34.4% | 1.87% | +30.9% |
| Q1 2021 | $2,137,000 | +73.6% | 29,301 | +52.7% | 1.43% | +39.7% |
| Q4 2020 | $1,231,000 | – | 19,193 | – | 1.02% | – |
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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% |