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 | $7,299,968 | +0.7% | 103,165 | +3.3% | 1.64% | +1.6% |
| Q2 2023 | $7,250,636 | +2.8% | 99,844 | +3.6% | 1.61% | -2.5% |
| Q1 2023 | $7,051,808 | +0.1% | 96,389 | +3.4% | 1.65% | -5.9% |
| Q4 2022 | $7,042,796 | +45.9% | 93,233 | +28.3% | 1.75% | +17.0% |
| Q3 2022 | $4,827,000 | +2.7% | 72,657 | +10.7% | 1.50% | +4.0% |
| Q2 2022 | $4,700,000 | +18.0% | 65,616 | +33.1% | 1.44% | +31.9% |
| Q4 2021 | $3,984,000 | +7.4% | 49,294 | -1.4% | 1.09% | -0.5% |
| Q3 2021 | $3,710,000 | – | 49,972 | – | 1.10% | – |
Download | ||||||
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% |