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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,454 | -0.7% | 3,738 | 0.0% | 0.14% | +4.7% |
| Q1 2023 | $273,472 | +96875.9% | 3,738 | 0.0% | 0.13% | -18.9% |
| Q4 2022 | $282 | -99.9% | 3,738 | 0.0% | 0.16% | +1.9% |
| Q3 2022 | $248,000 | -7.5% | 3,738 | 0.0% | 0.16% | -13.8% |
| Q2 2022 | $268,000 | -9.2% | 3,738 | 0.0% | 0.18% | -33.9% |
| Q1 2022 | $295,000 | -2.3% | 3,738 | 0.0% | 0.27% | +39.1% |
| Q4 2021 | $302,000 | +8.6% | 3,738 | 0.0% | 0.20% | -4.4% |
| Q3 2021 | $278,000 | -1.8% | 3,738 | 0.0% | 0.21% | +10.8% |
| Q2 2021 | $283,000 | +3.7% | 3,738 | 0.0% | 0.19% | -12.7% |
| Q1 2021 | $273,000 | +13.8% | 3,738 | 0.0% | 0.21% | +6.5% |
| Q4 2020 | $240,000 | +15.9% | 3,738 | 0.0% | 0.20% | -0.5% |
| Q3 2020 | $207,000 | – | 3,738 | – | 0.20% | – |
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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% |