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 | $976,602 | +25.8% | 13,802 | +29.1% | 0.32% | +37.1% |
| Q2 2023 | $776,504 | +22.1% | 10,693 | +23.0% | 0.24% | +10.7% |
| Q1 2023 | $636,036 | -3.4% | 8,694 | -0.2% | 0.21% | -16.4% |
| Q4 2022 | $658,281 | +26.8% | 8,714 | +11.5% | 0.26% | +16.4% |
| Q3 2022 | $519,000 | +0.6% | 7,813 | +8.4% | 0.22% | -6.0% |
| Q2 2022 | $516,000 | -25.4% | 7,205 | -17.9% | 0.23% | +27.2% |
| Q1 2022 | $692,000 | +10.9% | 8,775 | +13.7% | 0.18% | +15.7% |
| Q4 2021 | $624,000 | +73.8% | 7,720 | +59.8% | 0.16% | +60.6% |
| Q3 2021 | $359,000 | -12.0% | 4,832 | -10.5% | 0.10% | +8.8% |
| Q2 2021 | $408,000 | -96.6% | 5,400 | -96.7% | 0.09% | -96.9% |
| Q1 2021 | $11,864,000 | – | 162,698 | – | 2.92% | – |
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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% |