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 | $1,940,565 | +18.1% | 27,425 | +21.2% | 0.10% | +18.1% |
Q2 2023 | $1,643,274 | +2.2% | 22,628 | +3.0% | 0.08% | -8.8% |
Q1 2023 | $1,607,168 | +15.1% | 21,968 | +18.8% | 0.09% | +9.6% |
Q4 2022 | $1,396,593 | +2.8% | 18,488 | -9.7% | 0.08% | +3.8% |
Q3 2022 | $1,359,000 | +5.9% | 20,464 | +14.3% | 0.08% | +8.1% |
Q2 2022 | $1,283,000 | -0.2% | 17,906 | +9.9% | 0.07% | +23.3% |
Q1 2022 | $1,285,000 | +0.4% | 16,291 | +2.8% | 0.06% | 0.0% |
Q4 2021 | $1,280,000 | +3.4% | 15,840 | -5.0% | 0.06% | -6.2% |
Q3 2021 | $1,238,000 | +1.1% | 16,681 | +3.1% | 0.06% | +1.6% |
Q2 2021 | $1,224,000 | +5.9% | 16,182 | +2.1% | 0.06% | -7.4% |
Q1 2021 | $1,156,000 | +14.8% | 15,856 | +1.0% | 0.07% | +9.7% |
Q4 2020 | $1,007,000 | +16.6% | 15,706 | +0.6% | 0.06% | +3.3% |
Q3 2020 | $864,000 | – | 15,616 | – | 0.06% | – |
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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% |