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 | $20,108,858 | +328.8% | 283,444 | +342.4% | 0.15% | +118.6% |
| Q2 2023 | $4,690,096 | -0.7% | 64,074 | +0.1% | 0.07% | -9.1% |
| Q1 2023 | $4,722,076 | -19.3% | 64,035 | -50.2% | 0.08% | +54.0% |
| Q4 2022 | $5,852,588 | -32.1% | 128,698 | +0.3% | 0.05% | -35.9% |
| Q3 2022 | $8,617,756 | +177.1% | 128,256 | +195.4% | 0.08% | +14.7% |
| Q2 2022 | $3,110,166 | -9.0% | 43,422 | +2.0% | 0.07% | -15.0% |
| Q1 2022 | $3,418,000 | -0.3% | 42,575 | +0.4% | 0.08% | -5.9% |
| Q4 2021 | $3,429,000 | +2.2% | 42,420 | -6.1% | 0.08% | -13.3% |
| Q3 2021 | $3,356,000 | +0.6% | 45,197 | +2.4% | 0.10% | -2.0% |
| Q2 2021 | $3,337,000 | +9.2% | 44,131 | +5.3% | 0.10% | -2.9% |
| Q1 2021 | $3,055,000 | +8.7% | 41,900 | -4.4% | 0.10% | -10.4% |
| Q4 2020 | $2,811,000 | +75.0% | 43,833 | +50.9% | 0.12% | -34.3% |
| Q3 2020 | $1,606,000 | – | 29,052 | – | 0.18% | – |
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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% |