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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,091,119 | -2.9% | 15,420 | -0.4% | 0.70% | +0.6% |
| Q2 2023 | $1,124,085 | +4.3% | 15,479 | +5.0% | 0.70% | +1.5% |
| Q1 2023 | $1,078,232 | -0.6% | 14,738 | +2.7% | 0.69% | -11.0% |
| Q4 2022 | $1,084,452 | +44.6% | 14,356 | +27.1% | 0.77% | +24.7% |
| Q3 2022 | $750,000 | +21.4% | 11,294 | +30.9% | 0.62% | +14.8% |
| Q2 2022 | $618,000 | +5.5% | 8,626 | +16.1% | 0.54% | +15.4% |
| Q1 2022 | $586,000 | +28.8% | 7,433 | +31.9% | 0.47% | +37.2% |
| Q4 2021 | $455,000 | +8.9% | 5,634 | 0.0% | 0.34% | -1.7% |
| Q3 2021 | $418,000 | -1.9% | 5,634 | 0.0% | 0.35% | -1.1% |
| Q2 2021 | $426,000 | +37.4% | 5,634 | +32.4% | 0.35% | +22.3% |
| Q1 2021 | $310,000 | +25.5% | 4,256 | +10.5% | 0.29% | +1.8% |
| Q4 2020 | $247,000 | – | 3,852 | – | 0.28% | – |
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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% |