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 | $873,161 | -3.3% | 12,340 | -0.7% | 0.23% | -0.9% |
| Q2 2023 | $902,533 | +305.5% | 12,428 | +308.5% | 0.23% | +310.5% |
| Q1 2023 | $222,564 | -1.2% | 3,042 | +2.0% | 0.06% | -12.3% |
| Q4 2022 | $225,272 | +5.3% | 2,982 | 0.0% | 0.06% | -13.3% |
| Q2 2022 | $214,000 | -8.9% | 2,982 | -0.0% | 0.08% | +8.7% |
| Q1 2022 | $235,000 | -20.1% | 2,983 | -18.0% | 0.07% | -31.0% |
| Q4 2021 | $294,000 | – | 3,636 | – | 0.10% | – |
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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% |