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 | $86,681 | -2.6% | 1,225 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $88,960 | +10.0% | 1,225 | +10.9% | 0.02% | 0.0% |
| Q1 2023 | $80,842 | -3.2% | 1,105 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $83,472 | +14.3% | 1,105 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $73,000 | -7.6% | 1,105 | 0.0% | 0.03% | -6.9% |
| Q2 2022 | $79,000 | -4.8% | 1,105 | +4.5% | 0.03% | +7.4% |
| Q1 2022 | $83,000 | -63.3% | 1,057 | -62.2% | 0.03% | -61.4% |
| Q4 2021 | $226,000 | -16.3% | 2,800 | -23.1% | 0.07% | -22.2% |
| Q3 2021 | $270,000 | -15.4% | 3,643 | -13.6% | 0.09% | -15.9% |
| Q2 2021 | $319,000 | +19.0% | 4,218 | +14.8% | 0.11% | +9.2% |
| Q1 2021 | $268,000 | +13.6% | 3,675 | 0.0% | 0.10% | +6.5% |
| Q4 2020 | $236,000 | – | 3,675 | – | 0.09% | – |
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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% |