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 | $19,805 | +7.1% | 279,893 | +10.0% | 15.16% | +12.7% |
| Q2 2023 | $18,485 | +39.2% | 254,550 | +40.2% | 13.45% | +36.2% |
| Q1 2023 | $13,280 | +4.5% | 181,521 | +7.9% | 9.87% | +1.8% |
| Q4 2022 | $12,710 | -99.9% | 168,249 | +4.0% | 9.70% | +11.8% |
| Q3 2022 | $10,744,000 | -0.9% | 161,741 | +6.8% | 8.68% | +4.4% |
| Q2 2022 | $10,847,000 | +12.2% | 151,427 | +23.6% | 8.31% | +22.5% |
| Q1 2022 | $9,667,000 | +4.5% | 122,534 | +7.1% | 6.79% | +10.2% |
| Q4 2021 | $9,251,000 | +10.2% | 114,446 | +1.2% | 6.16% | +0.8% |
| Q3 2021 | $8,394,000 | -1.6% | 113,070 | +0.2% | 6.11% | -2.0% |
| Q2 2021 | $8,532,000 | +5.5% | 112,827 | +1.7% | 6.23% | -2.1% |
| Q1 2021 | $8,088,000 | +13.9% | 110,921 | +0.2% | 6.36% | +10.6% |
| Q4 2020 | $7,102,000 | +24.1% | 110,727 | +7.0% | 5.76% | +14.2% |
| Q3 2020 | $5,722,000 | +20.2% | 103,472 | +12.5% | 5.04% | +13.5% |
| Q2 2020 | $4,760,000 | +32.7% | 91,974 | +48.5% | 4.44% | +33.9% |
| Q4 2019 | $3,588,000 | +2.9% | 61,955 | -2.6% | 3.32% | -0.8% |
| Q3 2019 | $3,486,000 | +6.3% | 63,628 | +3.0% | 3.34% | +0.5% |
| Q2 2019 | $3,278,000 | +4.8% | 61,765 | +3.3% | 3.33% | -10.5% |
| Q1 2019 | $3,127,000 | +19.6% | 59,819 | +7.4% | 3.72% | +15.0% |
| Q4 2018 | $2,615,000 | -9.0% | 55,676 | +2.7% | 3.23% | +21.0% |
| Q3 2018 | $2,875,000 | +8.2% | 54,237 | +0.6% | 2.67% | +4.1% |
| Q2 2018 | $2,656,000 | +3.8% | 53,891 | +3.2% | 2.57% | +2.4% |
| Q1 2018 | $2,559,000 | – | 52,201 | – | 2.51% | – |
Download | ||||||
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% |