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 | $405,414 | +4.8% | 5,729 | +7.5% | 0.02% | +12.5% |
| Q2 2023 | $386,930 | +14.8% | 5,328 | +15.6% | 0.02% | +6.7% |
| Q1 2023 | $337,187 | -44.3% | 4,609 | -39.9% | 0.02% | -40.0% |
| Q1 2022 | $605,000 | -2.3% | 7,674 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $619,000 | +9.2% | 7,656 | +0.3% | 0.02% | -3.8% |
| Q3 2021 | $567,000 | +131.4% | 7,635 | +135.8% | 0.03% | +116.7% |
| Q2 2021 | $245,000 | +4.3% | 3,238 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $235,000 | +14.6% | 3,220 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $205,000 | -3.3% | 3,203 | -19.8% | 0.01% | -40.0% |
| Q2 2019 | $212,000 | – | 3,995 | – | 0.02% | – |
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% |