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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $678,625 | -11.9% | 8,914 | -18.1% | 0.02% | -20.7% |
| Q3 2023 | $770,366 | -2.3% | 10,887 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $788,323 | -0.4% | 10,855 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $791,882 | +76262.8% | 10,823 | -21.1% | 0.03% | -27.9% |
| Q4 2022 | $1,037 | -99.8% | 13,722 | +81.2% | 0.04% | +87.0% |
| Q3 2022 | $503,000 | -7.4% | 7,573 | -0.0% | 0.02% | 0.0% |
| Q2 2022 | $543,000 | +104.9% | 7,575 | +125.8% | 0.02% | +155.6% |
| Q1 2022 | $265,000 | -4.3% | 3,355 | -1.9% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | +9.9% | 3,421 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -0.8% | 3,394 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $254,000 | +4.5% | 3,359 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $243,000 | +14.1% | 3,336 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $213,000 | -12.7% | 3,313 | -38.9% | 0.01% | -35.7% |
| Q1 2020 | $244,000 | -17.0% | 5,418 | +6.7% | 0.01% | +7.7% |
| Q4 2019 | $294,000 | +18.5% | 5,079 | +12.2% | 0.01% | +8.3% |
| Q3 2019 | $248,000 | +15.9% | 4,525 | +12.4% | 0.01% | +20.0% |
| Q2 2019 | $214,000 | +1.4% | 4,027 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $211,000 | -45.1% | 4,027 | -48.3% | 0.01% | -58.3% |
| Q2 2018 | $384,000 | +0.5% | 7,788 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $382,000 | – | 7,788 | – | 0.02% | – |
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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% |