SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,148,644 | +11.9% | 15,088 | +4.1% | 0.18% | +1.7% |
| Q3 2023 | $1,026,042 | +180.6% | 14,500 | +188.0% | 0.18% | +66.1% |
| Q2 2023 | $365,641 | -68.5% | 5,035 | -68.3% | 0.11% | -45.5% |
| Q1 2023 | $1,160,800 | -82.5% | 15,867 | -81.4% | 0.20% | -56.8% |
| Q4 2022 | $6,624,083 | +3.8% | 85,307 | +1.7% | 0.46% | -0.6% |
| Q3 2022 | $6,381,000 | +6.0% | 83,921 | +5.5% | 0.47% | +11.5% |
| Q1 2022 | $6,019,000 | – | 79,577 | – | 0.42% | – |
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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% |