SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $85,749,000 | +1272.4% | 1,290,814 | +1379.9% | 2.56% | +1145.1% |
| Q2 2022 | $6,248,000 | -9.6% | 87,225 | -0.4% | 0.21% | +5.6% |
| Q1 2022 | $6,909,000 | -2.6% | 87,573 | -0.2% | 0.20% | -1.5% |
| Q4 2021 | $7,093,000 | +6.2% | 87,746 | -2.4% | 0.20% | -2.0% |
| Q3 2021 | $6,678,000 | -1.4% | 89,949 | +0.5% | 0.20% | -2.9% |
| Q2 2021 | $6,770,000 | +3.5% | 89,526 | -0.2% | 0.21% | -5.9% |
| Q1 2021 | $6,542,000 | +13.2% | 89,709 | -0.4% | 0.22% | -3.5% |
| Q4 2020 | $5,777,000 | +499.9% | 90,068 | +417.2% | 0.23% | +432.6% |
| Q3 2020 | $963,000 | +11.1% | 17,416 | +4.0% | 0.04% | -10.4% |
| Q2 2020 | $867,000 | -64.9% | 16,747 | -69.5% | 0.05% | -75.0% |
| Q1 2020 | $2,469,000 | -24.9% | 54,891 | -3.3% | 0.19% | -4.0% |
| Q4 2019 | $3,288,000 | +5.8% | 56,771 | +0.1% | 0.20% | -2.4% |
| Q3 2019 | $3,107,000 | – | 56,726 | – | 0.20% | – |
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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% |