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 | $887,772 | -2.6% | 12,546 | 0.0% | 1.27% | -0.3% |
Q2 2023 | $911,108 | -39.5% | 12,546 | -39.0% | 1.27% | -13.5% |
Q1 2023 | $1,505,052 | -5.1% | 20,572 | -2.0% | 1.47% | -1.2% |
Q4 2022 | $1,585,273 | -14.0% | 20,985 | -24.4% | 1.49% | +20.5% |
Q3 2022 | $1,844,000 | -22.7% | 27,756 | -16.6% | 1.24% | -42.7% |
Q2 2022 | $2,384,000 | -22.8% | 33,282 | -13.9% | 2.16% | -8.6% |
Q1 2022 | $3,087,000 | +31.5% | 38,659 | +32.9% | 2.36% | +37.4% |
Q4 2021 | $2,348,000 | – | 29,095 | – | 1.72% | – |
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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% |