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 | $2,165,715 | +2.1% | 30,606 | +4.8% | 0.01% | 0.0% |
| Q2 2023 | $2,121,339 | +0.1% | 29,211 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $2,118,512 | -12.8% | 28,957 | -10.0% | 0.01% | -15.4% |
| Q4 2022 | $2,429,853 | +12.8% | 32,166 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $2,154,000 | -10.7% | 32,423 | -3.7% | 0.01% | 0.0% |
| Q2 2022 | $2,411,000 | -13.8% | 33,663 | -5.1% | 0.01% | -7.1% |
| Q1 2022 | $2,797,000 | -1.9% | 35,457 | +0.5% | 0.01% | +7.7% |
| Q4 2021 | $2,852,000 | +4.4% | 35,287 | -4.1% | 0.01% | 0.0% |
| Q3 2021 | $2,733,000 | +19.6% | 36,811 | +21.8% | 0.01% | +18.2% |
| Q2 2021 | $2,286,000 | +19.1% | 30,225 | +14.8% | 0.01% | +10.0% |
| Q1 2021 | $1,920,000 | +15.3% | 26,326 | +1.4% | 0.01% | +11.1% |
| Q4 2020 | $1,665,000 | +17.1% | 25,951 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $1,422,000 | +7.9% | 25,714 | +1.0% | 0.01% | 0.0% |
| Q2 2020 | $1,318,000 | +16.0% | 25,469 | +0.8% | 0.01% | -10.0% |
| Q1 2020 | $1,136,000 | -20.0% | 25,256 | +3.0% | 0.01% | +11.1% |
| Q4 2019 | $1,420,000 | +6.1% | 24,519 | +0.4% | 0.01% | -10.0% |
| Q3 2019 | $1,338,000 | +4.9% | 24,422 | +1.7% | 0.01% | +11.1% |
| Q2 2019 | $1,275,000 | +1.5% | 24,017 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $1,256,000 | +6.2% | 24,017 | -4.7% | 0.01% | -9.1% |
| Q4 2018 | $1,183,000 | -5.7% | 25,189 | +6.5% | 0.01% | +22.2% |
| Q3 2018 | $1,254,000 | +8.3% | 23,656 | +0.7% | 0.01% | 0.0% |
| Q2 2018 | $1,158,000 | +1.4% | 23,494 | +0.8% | 0.01% | -10.0% |
| Q1 2018 | $1,142,000 | -3.7% | 23,301 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $1,186,000 | +10.1% | 23,176 | +0.7% | 0.01% | +11.1% |
| Q3 2017 | $1,077,000 | +4.5% | 23,022 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $1,031,000 | +2.0% | 22,853 | +0.7% | 0.01% | 0.0% |
| Q1 2017 | $1,011,000 | +3.1% | 22,689 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $981,000 | +3.9% | 22,523 | +0.9% | 0.01% | 0.0% |
| Q3 2016 | $944,000 | +2.6% | 22,320 | +0.6% | 0.01% | 0.0% |
| Q2 2016 | $920,000 | +4.2% | 22,191 | +0.8% | 0.01% | 0.0% |
| Q1 2016 | $883,000 | +4.7% | 22,014 | +0.8% | 0.01% | +12.5% |
| Q4 2015 | $843,000 | – | 21,850 | – | 0.01% | – |
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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% |