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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,564,000 | -2.3% | 62,377 | +0.8% | 1.30% | -5.3% |
| Q4 2022 | $4,673,000 | +14.7% | 61,860 | +0.9% | 1.37% | +7.7% |
| Q3 2022 | $4,073,000 | -6.4% | 61,306 | +0.9% | 1.27% | +1.9% |
| Q2 2022 | $4,351,000 | -3.4% | 60,736 | +6.4% | 1.24% | +9.6% |
| Q1 2022 | $4,505,000 | -1.8% | 57,109 | +0.7% | 1.14% | -0.3% |
| Q4 2021 | $4,586,000 | +10.2% | 56,740 | +1.2% | 1.14% | +5.3% |
| Q3 2021 | $4,161,000 | -1.1% | 56,052 | +0.7% | 1.08% | -6.2% |
| Q2 2021 | $4,209,000 | -4.0% | 55,655 | -7.5% | 1.15% | +8.0% |
| Q1 2021 | $4,384,000 | +14.4% | 60,175 | +0.7% | 1.07% | +5.5% |
| Q4 2020 | $3,833,000 | +17.1% | 59,765 | +0.9% | 1.01% | -6.0% |
| Q3 2020 | $3,272,000 | +7.9% | 59,207 | +1.0% | 1.08% | +12.9% |
| Q2 2020 | $3,032,000 | +22.8% | 58,632 | +6.8% | 0.95% | +0.3% |
| Q1 2020 | $2,469,000 | -21.6% | 54,897 | +1.0% | 0.95% | -4.7% |
| Q4 2019 | $3,149,000 | – | 54,372 | – | 1.00% | – |
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% |