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 | $174,612 | -12.2% | 2,468 | -9.9% | 0.09% | -9.3% |
| Q2 2023 | $198,886 | -27.6% | 2,739 | -27.0% | 0.10% | -33.6% |
| Q1 2023 | $274,584 | +1.3% | 3,753 | +4.6% | 0.15% | -6.4% |
| Q4 2022 | $270,942 | +18.8% | 3,587 | +4.6% | 0.16% | +16.4% |
| Q3 2022 | $228,000 | -8.8% | 3,428 | -1.7% | 0.13% | -13.5% |
| Q2 2022 | $250,000 | +3.7% | 3,486 | +14.3% | 0.16% | +31.4% |
| Q1 2022 | $241,000 | -2.0% | 3,050 | +0.4% | 0.12% | +1.7% |
| Q4 2021 | $246,000 | +3.8% | 3,039 | -4.7% | 0.12% | -21.6% |
| Q3 2021 | $237,000 | -4.4% | 3,190 | -2.6% | 0.15% | -2.6% |
| Q2 2021 | $248,000 | +213.9% | 3,274 | +200.6% | 0.15% | +162.1% |
| Q1 2021 | $79,000 | +14.5% | 1,089 | +0.6% | 0.06% | +1.8% |
| Q4 2020 | $69,000 | +15.0% | 1,082 | +0.4% | 0.06% | -3.4% |
| Q3 2020 | $60,000 | – | 1,078 | – | 0.06% | – |
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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% |