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 | $205,469 | -4.4% | 2,720 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $215,000 | -2.3% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +8.9% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $202,000 | -1.9% | 2,720 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $206,000 | -16.6% | 2,720 | -50.5% | 0.02% | -38.2% |
| Q1 2020 | $247,000 | -22.3% | 5,498 | 0.0% | 0.03% | -5.6% |
| Q4 2019 | $318,000 | +5.6% | 5,498 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $301,000 | +3.1% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $292,000 | +1.7% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $287,000 | +11.2% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $258,000 | -11.3% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $291,000 | +7.4% | 5,498 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $271,000 | +0.4% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $270,000 | -3.9% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q4 2017 | $281,000 | +9.3% | 5,498 | 0.0% | 0.04% | +8.1% |
| Q3 2017 | $257,000 | +3.6% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $248,000 | +1.2% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $245,000 | – | 5,498 | – | 0.04% | – |
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% |