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 | $11,461,537 | -1.5% | 161,978 | +1.1% | 7.79% | +1.0% |
| Q2 2023 | $11,630,938 | +9.5% | 160,162 | +10.3% | 7.71% | +3.9% |
| Q1 2023 | $10,619,698 | +8.1% | 145,157 | +11.6% | 7.42% | +2.5% |
| Q4 2022 | $9,824,405 | +18.4% | 130,056 | +4.2% | 7.24% | +9.4% |
| Q3 2022 | $8,295,000 | +1.8% | 124,865 | +9.8% | 6.62% | +5.6% |
| Q2 2022 | $8,146,000 | -1.1% | 113,723 | +8.9% | 6.27% | +9.3% |
| Q1 2022 | $8,237,000 | +9.9% | 104,411 | +12.6% | 5.73% | +8.5% |
| Q4 2021 | $7,498,000 | – | 92,756 | – | 5.28% | – |
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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% |