SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,663 | -9.7% | 4,235 | -7.3% | 0.02% | -11.5% |
| Q2 2023 | $331,868 | -2.2% | 4,570 | -1.5% | 0.03% | -7.1% |
| Q1 2023 | $339,457 | -3.2% | 4,640 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $350,500 | +13.8% | 4,640 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $308,000 | +2.0% | 4,640 | +10.1% | 0.03% | +3.3% |
| Q2 2022 | $302,000 | -3.8% | 4,215 | +6.0% | 0.03% | +3.4% |
| Q1 2022 | $314,000 | -2.2% | 3,976 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $321,000 | +13.8% | 3,976 | -0.4% | 0.03% | -14.7% |
| Q3 2021 | $282,000 | +11.0% | 3,993 | +19.0% | 0.03% | +36.0% |
| Q2 2021 | $254,000 | – | 3,356 | – | 0.02% | – |
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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% |