SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,293,681 | -6.4% | 145,473 | -4.0% | 4.27% | -9.5% |
| Q2 2023 | $10,999,313 | -12.6% | 151,464 | -11.9% | 4.72% | -22.5% |
| Q1 2023 | $12,581,353 | +5.6% | 171,970 | +12.2% | 6.09% | -3.2% |
| Q4 2022 | $11,916,473 | -13.8% | 153,267 | -26.3% | 6.29% | -17.7% |
| Q3 2022 | $13,821,000 | +0.1% | 208,064 | +7.9% | 7.64% | +4.7% |
| Q2 2022 | $13,812,000 | +71.6% | 192,822 | +89.0% | 7.30% | +112.5% |
| Q1 2022 | $8,048,000 | +6.5% | 102,016 | +9.1% | 3.43% | +32.7% |
| Q4 2021 | $7,560,000 | +8.1% | 93,523 | +4.4% | 2.59% | -17.1% |
| Q3 2021 | $6,991,000 | +7.7% | 89,624 | +4.9% | 3.12% | -2.2% |
| Q2 2021 | $6,493,000 | +47.1% | 85,404 | +41.0% | 3.19% | +23.0% |
| Q1 2021 | $4,415,000 | +24.5% | 60,550 | +13.3% | 2.59% | +11.8% |
| Q4 2020 | $3,547,000 | +13.2% | 53,454 | -3.2% | 2.32% | -5.3% |
| Q3 2020 | $3,133,000 | -4.3% | 55,232 | -25.3% | 2.45% | -41.9% |
| Q1 2020 | $3,275,000 | -28.2% | 73,923 | -6.2% | 4.22% | -2.4% |
| Q4 2019 | $4,562,000 | – | 78,769 | – | 4.32% | – |
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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% |