SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $267,364 | -1.8% | 3,778 | +0.7% | 0.05% | +3.9% |
Q2 2023 | $272,313 | +0.8% | 3,750 | +1.5% | 0.05% | -1.9% |
Q1 2023 | $270,275 | -22.5% | 3,694 | -20.0% | 0.05% | -26.8% |
Q4 2022 | $348,924 | +64.6% | 4,619 | +56.2% | 0.07% | +77.5% |
Q2 2022 | $212,000 | -8.2% | 2,958 | +1.0% | 0.04% | +2.6% |
Q1 2022 | $231,000 | +5.5% | 2,930 | -0.7% | 0.04% | +18.2% |
Q4 2021 | $219,000 | 0.0% | 2,952 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $219,000 | -0.9% | 2,952 | +0.8% | 0.03% | -13.2% |
Q2 2021 | $221,000 | +4.2% | 2,929 | +0.7% | 0.04% | +15.2% |
Q1 2021 | $212,000 | -52.1% | 2,908 | -70.5% | 0.03% | -66.0% |
Q1 2020 | $443,000 | -29.1% | 9,845 | -8.8% | 0.10% | -11.8% |
Q4 2019 | $625,000 | +7.8% | 10,794 | +1.9% | 0.11% | -1.8% |
Q3 2019 | $580,000 | +3.6% | 10,588 | +0.3% | 0.11% | -2.6% |
Q2 2019 | $560,000 | -84.4% | 10,561 | -86.2% | 0.12% | -87.0% |
Q4 2018 | $3,583,000 | +995.7% | 76,288 | +1135.6% | 0.88% | +1127.8% |
Q3 2018 | $327,000 | +8.6% | 6,174 | +1.1% | 0.07% | +1.4% |
Q2 2018 | $301,000 | +2.4% | 6,108 | +1.9% | 0.07% | -2.7% |
Q1 2018 | $294,000 | -87.4% | 5,995 | -86.8% | 0.07% | -87.3% |
Q4 2017 | $2,326,000 | +74.8% | 45,455 | +48.8% | 0.58% | +40.8% |
Q4 2016 | $1,331,000 | +389.3% | 30,538 | +332.2% | 0.41% | +370.1% |
Q4 2015 | $272,000 | – | 7,065 | – | 0.09% | – |
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% |