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 | $3,515,495 | -1.9% | 49,682 | +0.7% | 1.65% | -2.8% |
| Q2 2023 | $3,581,832 | +22.8% | 49,322 | +23.8% | 1.70% | +12.6% |
| Q1 2023 | $2,915,720 | +18.9% | 39,854 | +22.8% | 1.51% | +13.2% |
| Q4 2022 | $2,451,804 | +18.4% | 32,457 | +4.1% | 1.33% | +8.3% |
| Q3 2022 | $2,071,000 | +30.7% | 31,183 | +41.0% | 1.23% | +38.4% |
| Q2 2022 | $1,584,000 | +21.8% | 22,113 | +34.1% | 0.89% | +19.7% |
| Q1 2022 | $1,300,000 | +154.4% | 16,484 | +160.6% | 0.74% | +144.4% |
| Q4 2021 | $511,000 | – | 6,325 | – | 0.30% | – |
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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% |