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 | $1,418,467 | -2.8% | 20,046 | -0.2% | 0.38% | -1.0% |
| Q2 2023 | $1,458,767 | -0.7% | 20,088 | -0.0% | 0.39% | -12.3% |
| Q1 2023 | $1,469,725 | -1.4% | 20,089 | +1.8% | 0.44% | -9.8% |
| Q4 2022 | $1,490,914 | +16.4% | 19,737 | +2.4% | 0.49% | +6.6% |
| Q3 2022 | $1,281,000 | -4.3% | 19,278 | +3.2% | 0.46% | +1.8% |
| Q2 2022 | $1,338,000 | -6.4% | 18,683 | +3.1% | 0.45% | +11.1% |
| Q1 2022 | $1,430,000 | +1.1% | 18,126 | +3.6% | 0.40% | +9.8% |
| Q4 2021 | $1,414,000 | +8.5% | 17,499 | -0.1% | 0.37% | -3.1% |
| Q3 2021 | $1,303,000 | -2.6% | 17,517 | -1.0% | 0.38% | -2.3% |
| Q2 2021 | $1,338,000 | +0.7% | 17,690 | -3.0% | 0.39% | -3.7% |
| Q1 2021 | $1,329,000 | +11.7% | 18,230 | -2.1% | 0.40% | -1.2% |
| Q4 2020 | $1,190,000 | +14.6% | 18,614 | -0.9% | 0.41% | -3.5% |
| Q3 2020 | $1,038,000 | +3.8% | 18,777 | -2.8% | 0.42% | -8.6% |
| Q2 2020 | $1,000,000 | +11.5% | 19,326 | -3.1% | 0.46% | -6.8% |
| Q1 2020 | $897,000 | -25.8% | 19,945 | -4.5% | 0.50% | +2.5% |
| Q4 2019 | $1,209,000 | +12.7% | 20,880 | +6.6% | 0.49% | -1.2% |
| Q3 2019 | $1,073,000 | +2.5% | 19,579 | -0.8% | 0.49% | +2.1% |
| Q2 2019 | $1,047,000 | +11.4% | 19,729 | +9.7% | 0.48% | +10.0% |
| Q1 2019 | $940,000 | +9.9% | 17,978 | -1.2% | 0.44% | -2.4% |
| Q4 2018 | $855,000 | -6.1% | 18,204 | +5.9% | 0.45% | +15.4% |
| Q3 2018 | $911,000 | +8.1% | 17,189 | +0.5% | 0.39% | +1.8% |
| Q2 2018 | $843,000 | +3.2% | 17,106 | +2.6% | 0.38% | +6.7% |
| Q1 2018 | $817,000 | -3.0% | 16,666 | +1.3% | 0.36% | -5.0% |
| Q4 2017 | $842,000 | +13.6% | 16,457 | +3.9% | 0.38% | +6.8% |
| Q3 2017 | $741,000 | -1.1% | 15,840 | -4.6% | 0.35% | -4.6% |
| Q2 2017 | $749,000 | +3.9% | 16,612 | +2.7% | 0.37% | -5.6% |
| Q1 2017 | $721,000 | +4.0% | 16,171 | +1.8% | 0.39% | -6.9% |
| Q4 2016 | $693,000 | -23.0% | 15,886 | -25.3% | 0.42% | -19.5% |
| Q3 2016 | $900,000 | -20.6% | 21,267 | -22.2% | 0.52% | -28.3% |
| Q2 2016 | $1,134,000 | +1.5% | 27,351 | -1.8% | 0.73% | -3.9% |
| Q1 2016 | $1,117,000 | -9.4% | 27,850 | -12.9% | 0.76% | -9.1% |
| Q4 2015 | $1,233,000 | -5.9% | 31,976 | -12.2% | 0.84% | -7.2% |
| Q3 2015 | $1,310,000 | -12.4% | 36,429 | -6.7% | 0.90% | -0.1% |
| Q2 2015 | $1,495,000 | -6.8% | 39,050 | -4.1% | 0.90% | -6.1% |
| Q1 2015 | $1,604,000 | -1.8% | 40,704 | -0.7% | 0.96% | +1.2% |
| Q4 2014 | $1,634,000 | +8.0% | 41,006 | +4.5% | 0.95% | +4.9% |
| Q3 2014 | $1,513,000 | +1.7% | 39,237 | +0.9% | 0.91% | +0.9% |
| Q2 2014 | $1,488,000 | +312.2% | 38,873 | +297.1% | 0.90% | +268.4% |
| Q1 2014 | $361,000 | +22.8% | 9,789 | +22.2% | 0.24% | +8.0% |
| Q4 2013 | $294,000 | – | 8,012 | – | 0.23% | – |
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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% |