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 | $1,484,834 | -0.7% | 20,984 | +1.9% | 0.43% | -1.6% |
| Q2 2023 | $1,495,150 | +14.6% | 20,589 | +15.5% | 0.44% | +8.4% |
| Q1 2023 | $1,304,427 | +366.4% | 17,830 | +381.6% | 0.41% | +328.4% |
| Q4 2022 | $279,654 | +22.1% | 3,702 | +7.6% | 0.10% | +11.8% |
| Q3 2022 | $229,000 | -6.5% | 3,441 | +0.7% | 0.08% | +1.2% |
| Q2 2022 | $245,000 | -8.6% | 3,417 | +0.7% | 0.08% | +5.0% |
| Q1 2022 | $268,000 | -0.7% | 3,392 | +1.6% | 0.08% | +8.1% |
| Q4 2021 | $270,000 | +28.6% | 3,340 | +18.3% | 0.07% | +48.0% |
| Q3 2021 | $210,000 | -2.3% | 2,824 | -0.7% | 0.05% | +2.0% |
| Q2 2021 | $215,000 | – | 2,845 | – | 0.05% | – |
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% |