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 | $304 | +21.1% | 4,307 | +24.7% | 0.18% | +23.5% |
| Q2 2023 | $251 | +6.4% | 3,455 | +7.0% | 0.15% | -1.3% |
| Q1 2023 | $236 | -3.3% | 3,230 | +0.2% | 0.15% | -5.6% |
| Q4 2022 | $244 | -99.9% | 3,225 | 0.0% | 0.16% | +11.9% |
| Q3 2022 | $214,000 | -7.4% | 3,225 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $231,000 | -9.1% | 3,225 | 0.0% | 0.14% | +9.0% |
| Q1 2022 | $254,000 | -50.7% | 3,225 | -75.3% | 0.13% | -67.7% |
| Q1 2015 | $515,000 | -0.4% | 13,060 | +0.6% | 0.41% | -5.1% |
| Q4 2014 | $517,000 | -9.3% | 12,980 | -12.2% | 0.43% | -9.0% |
| Q3 2014 | $570,000 | -4.5% | 14,782 | -5.2% | 0.48% | +30.7% |
| Q2 2014 | $597,000 | +5.5% | 15,597 | +1.5% | 0.36% | +1.1% |
| Q1 2014 | $566,000 | -5.5% | 15,362 | -6.1% | 0.36% | -9.8% |
| Q4 2013 | $599,000 | +11.5% | 16,352 | +2.4% | 0.40% | +5.3% |
| Q3 2013 | $537,000 | -0.9% | 15,962 | -3.8% | 0.38% | +3.0% |
| Q2 2013 | $542,000 | – | 16,588 | – | 0.37% | – |
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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% |