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 | $12,951,350 | +75.8% | 183,032 | +80.4% | 0.19% | +78.7% |
| Q2 2023 | $7,367,975 | +183.8% | 101,459 | +185.9% | 0.11% | +163.4% |
| Q1 2023 | $2,596,576 | +10.6% | 35,492 | +14.2% | 0.04% | +5.1% |
| Q4 2022 | $2,347,772 | +34.2% | 31,080 | +18.0% | 0.04% | +18.2% |
| Q3 2022 | $1,749,000 | +39.9% | 26,330 | +50.9% | 0.03% | +37.5% |
| Q2 2022 | $1,250,000 | +14.7% | 17,446 | +26.3% | 0.02% | +33.3% |
| Q1 2022 | $1,090,000 | +1.6% | 13,812 | +4.0% | 0.02% | +5.9% |
| Q4 2021 | $1,073,000 | +147.2% | 13,277 | +127.2% | 0.02% | +112.5% |
| Q3 2021 | $434,000 | +36.5% | 5,844 | +39.2% | 0.01% | +33.3% |
| Q2 2021 | $318,000 | +55.9% | 4,199 | +50.3% | 0.01% | +20.0% |
| Q1 2021 | $204,000 | -13.6% | 2,793 | -24.1% | 0.01% | -16.7% |
| Q4 2020 | $236,000 | – | 3,679 | – | 0.01% | – |
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% |