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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $710,105 | -99.9% | 9,412 | +7.8% | 0.18% | +12.8% |
| Q3 2022 | $579,887,000 | -7.3% | 8,729 | 0.0% | 0.16% | -2.5% |
| Q2 2022 | $625,273,000 | -9.2% | 8,729 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $688,641,000 | +3.5% | 8,729 | +6.1% | 0.16% | +7.4% |
| Q4 2021 | $665,155,000 | +7.0% | 8,229 | +0.1% | 0.15% | -2.6% |
| Q2 2021 | $621,596,000 | +23.2% | 8,220 | +18.8% | 0.15% | +15.9% |
| Q1 2021 | $504,606,000 | +13.7% | 6,920 | 0.0% | 0.13% | +3.9% |
| Q4 2020 | $443,848,000 | +100.3% | 6,920 | +80.9% | 0.13% | +84.1% |
| Q4 2019 | $221,544,000 | – | 3,825 | – | 0.07% | – |
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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% |