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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $227,000 | -35.0% | 2,879 | -39.9% | 0.08% | -27.4% |
| Q1 2021 | $349,000 | -4.4% | 4,788 | -15.9% | 0.12% | -11.4% |
| Q4 2020 | $365,000 | +9.9% | 5,696 | -5.2% | 0.13% | 0.0% |
| Q3 2020 | $332,000 | -3.5% | 6,009 | -9.5% | 0.13% | +7.3% |
| Q2 2020 | $344,000 | +22.9% | 6,641 | +6.8% | 0.12% | -2.4% |
| Q1 2020 | $280,000 | -84.8% | 6,220 | -80.5% | 0.13% | -81.4% |
| Q4 2019 | $1,847,000 | -30.1% | 31,891 | -33.8% | 0.68% | -46.9% |
| Q3 2019 | $2,641,000 | -83.4% | 48,207 | -84.0% | 1.28% | -81.8% |
| Q2 2019 | $15,955,000 | +14.2% | 300,645 | +12.5% | 7.02% | +13.6% |
| Q1 2019 | $13,971,000 | +8.5% | 267,240 | -2.5% | 6.18% | -24.1% |
| Q4 2018 | $12,873,000 | -4.3% | 274,076 | +8.0% | 8.14% | +43.3% |
| Q3 2018 | $13,448,000 | +5.7% | 253,744 | -1.7% | 5.68% | -36.0% |
| Q2 2018 | $12,720,000 | +18.7% | 258,062 | +18.1% | 8.87% | +70.8% |
| Q1 2018 | $10,713,000 | +0.3% | 218,496 | +4.6% | 5.19% | +5.2% |
| Q4 2017 | $10,684,000 | +37.0% | 208,792 | +25.3% | 4.94% | +23.2% |
| Q3 2017 | $7,797,000 | +8.0% | 166,598 | +4.0% | 4.00% | +6.0% |
| Q2 2017 | $7,222,000 | +98.1% | 160,137 | +95.8% | 3.78% | +72.5% |
| Q1 2017 | $3,646,000 | – | 81,784 | – | 2.19% | – |
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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% |