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 | $2,599,399 | -10.0% | 36,735 | -7.6% | 0.28% | -6.6% |
| Q2 2023 | $2,887,984 | +23.1% | 39,768 | +24.0% | 0.30% | +14.8% |
| Q1 2023 | $2,346,127 | -4.6% | 32,068 | -1.5% | 0.26% | -8.0% |
| Q4 2022 | $2,459,917 | +13.9% | 32,564 | +0.2% | 0.29% | +5.9% |
| Q3 2022 | $2,159,000 | -7.3% | 32,506 | 0.0% | 0.27% | -3.2% |
| Q2 2022 | $2,328,000 | -9.2% | 32,506 | 0.0% | 0.28% | +2.6% |
| Q1 2022 | $2,564,000 | -2.4% | 32,506 | 0.0% | 0.27% | -0.7% |
| Q4 2021 | $2,627,000 | +13.1% | 32,506 | +3.9% | 0.28% | +6.2% |
| Q3 2021 | $2,323,000 | +0.6% | 31,291 | +2.5% | 0.26% | -3.4% |
| Q2 2021 | $2,309,000 | +3.7% | 30,534 | 0.0% | 0.27% | -0.4% |
| Q1 2021 | $2,227,000 | +13.7% | 30,534 | 0.0% | 0.27% | +8.5% |
| Q4 2020 | $1,958,000 | +239.9% | 30,534 | +193.1% | 0.25% | +206.2% |
| Q3 2020 | $576,000 | – | 10,417 | – | 0.08% | – |
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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% |