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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,746 | -0.8% | 28,756 | +1.8% | 0.16% | +3.9% |
| Q2 2023 | $2,051,922 | -0.7% | 28,256 | +0.1% | 0.15% | -5.0% |
| Q1 2023 | $2,065,497 | +1.7% | 28,233 | +5.0% | 0.16% | 0.0% |
| Q4 2022 | $2,031,089 | -4.1% | 26,888 | -15.7% | 0.16% | -12.6% |
| Q3 2022 | $2,118,000 | -7.3% | 31,888 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $2,284,000 | -9.2% | 31,888 | 0.0% | 0.18% | +3.5% |
| Q1 2022 | $2,516,000 | -1.6% | 31,888 | +0.8% | 0.17% | +3.6% |
| Q4 2021 | $2,557,000 | +29.3% | 31,633 | +18.8% | 0.17% | +18.4% |
| Q3 2021 | $1,977,000 | -1.8% | 26,633 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $2,014,000 | +3.7% | 26,633 | 0.0% | 0.14% | -4.6% |
| Q1 2021 | $1,942,000 | +43.3% | 26,633 | +26.0% | 0.15% | +34.5% |
| Q4 2020 | $1,355,000 | +35.2% | 21,133 | +16.7% | 0.11% | +21.5% |
| Q3 2020 | $1,002,000 | +37.6% | 18,114 | +28.8% | 0.09% | +24.0% |
| Q2 2020 | $728,000 | +24.4% | 14,069 | +8.2% | 0.08% | +7.1% |
| Q1 2020 | $585,000 | – | 13,000 | – | 0.07% | – |
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% |