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 | $47 | -99.9% | 1 | -99.8% | 0.00% | – |
| Q2 2023 | $38,125 | +460.3% | 525 | +464.5% | 0.00% | – |
| Q1 2023 | $6,804 | -88.8% | 93 | -88.5% | 0.00% | – |
| Q4 2022 | $61,014 | +10.9% | 807 | -1.7% | 0.00% | – |
| Q3 2022 | $55,000 | +7.8% | 821 | +15.6% | 0.00% | – |
| Q2 2022 | $51,000 | +4.1% | 710 | +13.8% | 0.00% | – |
| Q1 2022 | $49,000 | -32.9% | 624 | -31.1% | 0.00% | – |
| Q4 2021 | $73,000 | +92.1% | 906 | +75.6% | 0.00% | – |
| Q3 2021 | $38,000 | -17.4% | 516 | -14.4% | 0.00% | – |
| Q2 2021 | $46,000 | +9.5% | 603 | +4.9% | 0.00% | – |
| Q1 2021 | $42,000 | +20.0% | 575 | +4.9% | 0.00% | – |
| Q4 2020 | $35,000 | +12.9% | 548 | -1.8% | 0.00% | – |
| Q3 2020 | $31,000 | -3.1% | 558 | -10.1% | 0.00% | – |
| Q2 2020 | $32,000 | +18.5% | 621 | +2.1% | 0.00% | – |
| Q1 2020 | $27,000 | -35.7% | 608 | -16.7% | 0.00% | – |
| Q4 2019 | $42,000 | +35.5% | 730 | +29.9% | 0.00% | – |
| Q3 2019 | $31,000 | 0.0% | 562 | -3.4% | 0.00% | – |
| Q2 2019 | $31,000 | -47.5% | 582 | -48.4% | 0.00% | – |
| Q1 2019 | $59,000 | +20.4% | 1,128 | +8.7% | 0.00% | – |
| Q4 2018 | $49,000 | -10.9% | 1,038 | +0.7% | 0.00% | – |
| Q3 2018 | $55,000 | +10.0% | 1,031 | +0.8% | 0.00% | – |
| Q2 2018 | $50,000 | +4.2% | 1,023 | +5.6% | 0.00% | – |
| Q1 2018 | $48,000 | -15.8% | 969 | -12.4% | 0.00% | – |
| Q4 2017 | $57,000 | +11.8% | 1,106 | +2.2% | 0.00% | – |
| Q3 2017 | $51,000 | -17.7% | 1,082 | -20.8% | 0.00% | – |
| Q2 2017 | $62,000 | +1.6% | 1,367 | 0.0% | 0.00% | – |
| Q1 2017 | $61,000 | 0.0% | 1,367 | -2.7% | 0.00% | – |
| Q4 2016 | $61,000 | -1.6% | 1,405 | -3.4% | 0.00% | – |
| Q3 2016 | $62,000 | +19.2% | 1,454 | +16.3% | 0.00% | – |
| Q2 2016 | $52,000 | +136.4% | 1,250 | +129.4% | 0.00% | – |
| Q1 2016 | $22,000 | +29.4% | 545 | +21.1% | 0.00% | – |
| Q4 2015 | $17,000 | – | 450 | – | 0.00% | – |
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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% |