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 | $30,347,400 | +4.5% | 428,878 | +7.2% | 3.93% | +2.5% |
| Q2 2023 | $29,047,631 | +51.4% | 399,995 | +52.5% | 3.84% | +38.6% |
| Q1 2023 | $19,187,503 | +17.3% | 262,268 | +21.1% | 2.77% | +7.6% |
| Q4 2022 | $16,359,791 | +296.6% | 216,571 | +248.8% | 2.57% | +252.5% |
| Q3 2022 | $4,125,000 | +12.3% | 62,097 | +21.1% | 0.73% | +1.7% |
| Q2 2022 | $3,674,000 | +3.8% | 51,291 | +14.3% | 0.72% | +14.5% |
| Q1 2022 | $3,540,000 | +13.8% | 44,872 | +16.6% | 0.63% | +12.0% |
| Q4 2021 | $3,112,000 | -6.6% | 38,497 | -14.2% | 0.56% | -16.5% |
| Q3 2021 | $3,333,000 | +52.4% | 44,890 | +55.2% | 0.67% | +54.6% |
| Q2 2021 | $2,187,000 | +631.4% | 28,927 | +605.5% | 0.43% | +529.0% |
| Q1 2021 | $299,000 | +32.9% | 4,100 | -30.4% | 0.07% | -38.4% |
| Q2 2015 | $225,000 | -93.7% | 5,887 | -94.0% | 0.11% | -96.3% |
| Q4 2013 | $3,591,000 | – | 97,947 | – | 3.01% | – |
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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% |