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 | $9,879,441 | +2.6% | 139,619 | +5.2% | 4.05% | +1.0% |
| Q2 2023 | $9,633,551 | +0.9% | 132,657 | +1.6% | 4.01% | -0.7% |
| Q1 2023 | $9,548,843 | -6.6% | 130,520 | -3.6% | 4.04% | -14.2% |
| Q4 2022 | $10,227,285 | +15.3% | 135,389 | +1.4% | 4.71% | +5.4% |
| Q3 2022 | $8,871,000 | -9.4% | 133,544 | -2.3% | 4.47% | -3.8% |
| Q2 2022 | $9,791,000 | -9.4% | 136,685 | -0.2% | 4.65% | +8.4% |
| Q1 2022 | $10,802,000 | -1.5% | 136,926 | +0.9% | 4.29% | +3.4% |
| Q4 2021 | $10,966,000 | +8.8% | 135,668 | -0.0% | 4.15% | +2.5% |
| Q3 2021 | $10,075,000 | -3.6% | 135,706 | -1.8% | 4.05% | -5.3% |
| Q2 2021 | $10,455,000 | +4.0% | 138,262 | +0.3% | 4.27% | -2.1% |
| Q1 2021 | $10,052,000 | +14.5% | 137,848 | +0.7% | 4.37% | +8.1% |
| Q4 2020 | $8,781,000 | +27.2% | 136,911 | +2.7% | 4.04% | +8.8% |
| Q3 2020 | $6,902,000 | +0.0% | 133,369 | +0.0% | 3.71% | 0.0% |
| Q2 2020 | $6,901,000 | +19.1% | 133,368 | +3.5% | 3.71% | +4.1% |
| Q1 2020 | $5,794,000 | -22.8% | 128,825 | -0.6% | 3.56% | -7.7% |
| Q4 2019 | $7,509,000 | +5.9% | 129,639 | +0.2% | 3.86% | -1.3% |
| Q3 2019 | $7,090,000 | +1.4% | 129,431 | -1.7% | 3.91% | +1.8% |
| Q2 2019 | $6,990,000 | +2.0% | 131,731 | +0.4% | 3.84% | -0.9% |
| Q1 2019 | $6,856,000 | +10.8% | 131,159 | -0.5% | 3.87% | +5.6% |
| Q4 2018 | $6,188,000 | -10.3% | 131,764 | +1.2% | 3.67% | -7.7% |
| Q3 2018 | $6,901,000 | +6.9% | 130,216 | -0.5% | 3.97% | +3.8% |
| Q2 2018 | $6,453,000 | +2.8% | 130,932 | +2.2% | 3.83% | +0.6% |
| Q1 2018 | $6,279,000 | -4.7% | 128,077 | -0.5% | 3.81% | -4.7% |
| Q4 2017 | $6,589,000 | +7.5% | 128,772 | -1.7% | 4.00% | +4.2% |
| Q3 2017 | $6,129,000 | +5.8% | 130,952 | +2.0% | 3.83% | +0.5% |
| Q2 2017 | $5,791,000 | +4.8% | 128,411 | +3.6% | 3.81% | -0.1% |
| Q1 2017 | $5,528,000 | +8.2% | 123,995 | +5.8% | 3.82% | +7.2% |
| Q4 2016 | $5,107,000 | +2.5% | 117,207 | -0.4% | 3.56% | +3.4% |
| Q3 2016 | $4,981,000 | +4.7% | 117,728 | +2.6% | 3.44% | +1.3% |
| Q2 2016 | $4,756,000 | +1.8% | 114,770 | -1.5% | 3.40% | +3.9% |
| Q1 2016 | $4,673,000 | -1.7% | 116,570 | -5.4% | 3.27% | -0.4% |
| Q4 2015 | $4,752,000 | +11.6% | 123,229 | +4.1% | 3.28% | +3.5% |
| Q3 2015 | $4,257,000 | +9.0% | 118,404 | +16.1% | 3.17% | +9.2% |
| Q2 2015 | $3,905,000 | +6.0% | 101,974 | +9.1% | 2.90% | +5.3% |
| Q1 2015 | $3,685,000 | +20.8% | 93,505 | +22.1% | 2.76% | +9.3% |
| Q4 2014 | $3,051,000 | +33.1% | 76,555 | +28.8% | 2.52% | +41.4% |
| Q3 2014 | $2,292,000 | +3.9% | 59,432 | +3.1% | 1.78% | +10.3% |
| Q2 2014 | $2,207,000 | +8.9% | 57,663 | +4.9% | 1.62% | +1.5% |
| Q1 2014 | $2,026,000 | +18.7% | 54,991 | +18.1% | 1.59% | +10.2% |
| Q4 2013 | $1,707,000 | +31.3% | 46,572 | +20.5% | 1.45% | +35.5% |
| Q3 2013 | $1,300,000 | +365.9% | 38,641 | +353.3% | 1.07% | +321.7% |
| Q2 2013 | $279,000 | – | 8,525 | – | 0.25% | – |
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% |