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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $754,232 | -7.4% | 10,386 | -6.7% | 0.12% | -21.3% |
| Q1 2023 | $814,198 | -15.5% | 11,129 | -12.8% | 0.16% | -21.7% |
| Q4 2022 | $963,664 | -31.8% | 12,757 | -40.1% | 0.20% | -38.3% |
| Q3 2022 | $1,414,000 | -11.7% | 21,282 | -4.8% | 0.32% | -7.8% |
| Q2 2022 | $1,602,000 | -5.9% | 22,362 | +3.6% | 0.35% | +8.1% |
| Q1 2022 | $1,703,000 | -7.5% | 21,587 | -5.3% | 0.32% | -10.6% |
| Q4 2021 | $1,842,000 | -4.7% | 22,787 | -12.5% | 0.36% | -17.8% |
| Q3 2021 | $1,933,000 | +6.7% | 26,039 | +8.6% | 0.44% | +5.0% |
| Q2 2021 | $1,812,000 | – | 23,966 | – | 0.42% | – |
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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% |