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 | $313,396 | -2.6% | 4,429 | 0.0% | 0.23% | +0.4% |
| Q2 2023 | $321,634 | +102006.0% | 4,429 | +6.2% | 0.23% | +0.4% |
| Q4 2022 | $315 | -99.9% | 4,171 | 0.0% | 0.23% | -8.0% |
| Q3 2022 | $277,000 | -7.4% | 4,171 | 0.0% | 0.25% | +0.8% |
| Q2 2022 | $299,000 | -9.1% | 4,171 | 0.0% | 0.25% | +7.9% |
| Q1 2022 | $329,000 | -2.4% | 4,171 | 0.0% | 0.23% | +0.9% |
| Q4 2021 | $337,000 | +8.7% | 4,171 | 0.0% | 0.23% | -4.2% |
| Q3 2021 | $310,000 | +34.8% | 4,171 | +37.2% | 0.24% | +34.7% |
| Q2 2021 | $230,000 | -39.6% | 3,040 | -41.9% | 0.18% | -44.5% |
| Q1 2021 | $381,000 | +13.4% | 5,231 | 0.0% | 0.32% | +6.4% |
| Q4 2020 | $336,000 | +16.3% | 5,231 | 0.0% | 0.30% | +2.1% |
| Q3 2020 | $289,000 | -78.7% | 5,231 | -80.0% | 0.29% | -5.5% |
| Q2 2020 | $1,355,000 | +471.7% | 26,155 | +539.6% | 0.31% | +28.2% |
| Q4 2019 | $237,000 | +5.8% | 4,089 | 0.0% | 0.24% | -7.7% |
| Q3 2019 | $224,000 | – | 4,089 | – | 0.26% | – |
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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% |