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 | $600 | -2.6% | 8,484 | 0.0% | 0.48% | +2.6% |
| Q2 2023 | $616 | -0.8% | 8,484 | 0.0% | 0.46% | -2.9% |
| Q1 2023 | $621 | -3.4% | 8,484 | -0.4% | 0.48% | -8.9% |
| Q4 2022 | $643 | -99.9% | 8,514 | +0.3% | 0.53% | +10.5% |
| Q3 2022 | $564,000 | -7.2% | 8,485 | 0.0% | 0.48% | +1.5% |
| Q2 2022 | $608,000 | +30.5% | 8,485 | +43.6% | 0.47% | +64.6% |
| Q1 2022 | $466,000 | -2.5% | 5,910 | 0.0% | 0.28% | +2.9% |
| Q4 2021 | $478,000 | +10.6% | 5,910 | +1.6% | 0.28% | -0.7% |
| Q3 2021 | $432,000 | -1.8% | 5,815 | 0.0% | 0.28% | -4.8% |
| Q2 2021 | $440,000 | -99.9% | 5,815 | -1.1% | 0.29% | -3.0% |
| Q1 2021 | $428,770,000 | +105248.9% | 5,880 | -7.2% | 0.30% | -3.2% |
| Q4 2020 | $407,000 | +11.2% | 6,339 | -4.2% | 0.31% | +2.3% |
| Q3 2020 | $366,000 | -42.1% | 6,616 | -45.8% | 0.30% | -48.4% |
| Q2 2020 | $632,000 | +9.7% | 12,205 | -4.8% | 0.59% | -9.4% |
| Q1 2020 | $576,000 | -26.9% | 12,815 | -5.8% | 0.65% | -4.7% |
| Q4 2019 | $788,000 | +100.0% | 13,604 | +89.2% | 0.68% | +81.4% |
| Q3 2019 | $394,000 | +20.1% | 7,191 | +16.4% | 0.38% | +25.2% |
| Q2 2019 | $328,000 | +1.2% | 6,180 | -0.1% | 0.30% | -0.3% |
| Q1 2019 | $324,000 | +13.3% | 6,187 | +1.8% | 0.30% | -1.3% |
| Q4 2018 | $286,000 | -10.9% | 6,078 | +0.2% | 0.31% | +12.9% |
| Q3 2018 | $321,000 | +8.1% | 6,064 | +0.5% | 0.27% | +1.1% |
| Q2 2018 | $297,000 | +3.8% | 6,031 | +3.4% | 0.27% | +3.9% |
| Q1 2018 | $286,000 | -5.0% | 5,831 | -0.9% | 0.26% | -4.4% |
| Q4 2017 | $301,000 | – | 5,882 | – | 0.27% | – |
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% |