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 | $4,166,463 | +0.9% | 58,882 | +3.6% | 0.29% | +8.5% |
Q2 2023 | $4,127,642 | +11.1% | 56,839 | +11.9% | 0.27% | +32.4% |
Q1 2023 | $3,715,225 | +1739.1% | 50,782 | +1799.1% | 0.20% | +1469.2% |
Q4 2022 | $202,013 | -24.3% | 2,674 | -28.1% | 0.01% | -31.6% |
Q2 2022 | $267,000 | -10.4% | 3,721 | -1.5% | 0.02% | +5.6% |
Q1 2022 | $298,000 | -4.2% | 3,778 | -1.9% | 0.02% | -5.3% |
Q4 2021 | $311,000 | – | 3,852 | – | 0.02% | – |
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% |