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 | $3,948,216 | -5.8% | 55,796 | -3.3% | 0.15% | -4.4% |
| Q2 2023 | $4,189,385 | -0.6% | 57,688 | +0.1% | 0.16% | -7.5% |
| Q1 2023 | $4,216,274 | +125.2% | 57,629 | +132.5% | 0.17% | +84.0% |
| Q4 2022 | $1,872,251 | +3.8% | 24,784 | -8.7% | 0.09% | 0.0% |
| Q3 2022 | $1,804,000 | +6.2% | 27,157 | +14.5% | 0.09% | +8.0% |
| Q2 2022 | $1,698,000 | -19.8% | 23,708 | -11.7% | 0.09% | -2.2% |
| Q1 2022 | $2,118,000 | +34.1% | 26,846 | +37.5% | 0.09% | +30.9% |
| Q4 2021 | $1,579,000 | +64.3% | 19,529 | +50.9% | 0.07% | +41.7% |
| Q3 2021 | $961,000 | +0.6% | 12,941 | +2.6% | 0.05% | 0.0% |
| Q2 2021 | $955,000 | +11.2% | 12,611 | +7.1% | 0.05% | -5.9% |
| Q1 2021 | $859,000 | +7058.3% | 11,777 | +5157.6% | 0.05% | +920.0% |
| Q3 2020 | $12,000 | – | 224 | – | 0.01% | – |
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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% |