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 | $9,660,699 | -10.7% | 136,528 | -8.3% | 0.89% | -11.6% |
| Q2 2023 | $10,813,610 | -1.1% | 148,907 | -0.4% | 1.01% | -8.0% |
| Q1 2023 | $10,937,300 | +0.8% | 149,498 | +4.1% | 1.10% | -5.3% |
| Q4 2022 | $10,853,434 | +26.9% | 143,678 | +11.6% | 1.16% | +21.8% |
| Q3 2022 | $8,553,000 | -0.2% | 128,747 | +7.7% | 0.95% | +5.3% |
| Q2 2022 | $8,566,000 | +71.1% | 119,587 | +88.5% | 0.90% | +104.3% |
| Q1 2022 | $5,005,000 | +9.4% | 63,440 | +12.1% | 0.44% | +21.8% |
| Q4 2021 | $4,576,000 | +21.3% | 56,610 | +11.4% | 0.36% | +11.7% |
| Q3 2021 | $3,772,000 | +0.6% | 50,806 | +2.4% | 0.32% | +1.9% |
| Q2 2021 | $3,750,000 | +3.2% | 49,592 | +2.6% | 0.32% | +1.3% |
| Q1 2021 | $3,634,000 | +20.3% | 48,328 | +2.6% | 0.32% | +9.4% |
| Q4 2020 | $3,022,000 | +20.1% | 47,114 | +3.5% | 0.29% | +5.5% |
| Q3 2020 | $2,516,000 | – | 45,501 | – | 0.27% | – |
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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% |