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 | $378,566 | +43.4% | 5,350 | +47.2% | 0.03% | +47.4% |
| Q2 2023 | $263,974 | -17.8% | 3,635 | -17.2% | 0.02% | -20.8% |
| Q1 2023 | $321,246 | -10.0% | 4,391 | -7.1% | 0.02% | -11.1% |
| Q4 2022 | $356,927 | +3.5% | 4,725 | -8.9% | 0.03% | -3.6% |
| Q3 2022 | $345,000 | +13.5% | 5,187 | +22.0% | 0.03% | +27.3% |
| Q2 2022 | $304,000 | -9.3% | 4,250 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $335,000 | -2.6% | 4,250 | 0.0% | 0.02% | +11.1% |
| Q4 2021 | $344,000 | +8.9% | 4,250 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $316,000 | -1.6% | 4,250 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $321,000 | -1.5% | 4,250 | -5.0% | 0.02% | -10.0% |
| Q1 2021 | $326,000 | +13.6% | 4,475 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $287,000 | +16.2% | 4,475 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $247,000 | -30.6% | 4,475 | -34.9% | 0.02% | -40.0% |
| Q2 2020 | $356,000 | +15.2% | 6,875 | 0.0% | 0.03% | -9.1% |
| Q1 2020 | $309,000 | -22.4% | 6,875 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $398,000 | -4.1% | 6,875 | -9.2% | 0.04% | -7.9% |
| Q3 2019 | $415,000 | +3.2% | 7,569 | 0.0% | 0.04% | +5.6% |
| Q2 2019 | $402,000 | – | 7,569 | – | 0.04% | – |
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% |