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 | $29,423,721 | -9.0% | 415,824 | -6.6% | 25.21% | -14.2% |
| Q2 2023 | $32,335,673 | -3.2% | 445,272 | -2.5% | 29.37% | -8.6% |
| Q1 2023 | $33,401,963 | -2.3% | 456,560 | +0.9% | 32.12% | -3.2% |
| Q4 2022 | $34,182,941 | +4.0% | 452,514 | +1.7% | 33.17% | -17.2% |
| Q3 2022 | $32,864,000 | +9.4% | 444,828 | +6.0% | 40.04% | +3.1% |
| Q2 2022 | $30,052,000 | -6.5% | 419,553 | +3.0% | 38.84% | +53.1% |
| Q1 2022 | $32,136,000 | +16.3% | 407,353 | +19.2% | 25.37% | +20.0% |
| Q4 2021 | $27,623,000 | – | 341,745 | – | 21.14% | – |
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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% |