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 | $2,610,933 | -4.1% | 36,898 | -1.6% | 0.34% | -3.1% |
| Q2 2023 | $2,722,712 | -49.3% | 37,493 | -49.0% | 0.36% | -49.6% |
| Q1 2023 | $5,374,392 | -0.8% | 73,461 | +2.4% | 0.70% | -3.6% |
| Q4 2022 | $5,417,767 | +20.4% | 71,721 | +5.9% | 0.73% | +13.0% |
| Q3 2022 | $4,498,000 | -1.5% | 67,704 | +6.2% | 0.65% | +8.7% |
| Q2 2022 | $4,567,000 | -9.6% | 63,753 | -0.4% | 0.60% | +6.1% |
| Q1 2022 | $5,050,000 | -3.7% | 64,017 | -1.4% | 0.56% | +0.2% |
| Q4 2021 | $5,245,000 | +16.0% | 64,895 | +6.5% | 0.56% | +3.1% |
| Q3 2021 | $4,523,000 | -2.0% | 60,925 | -0.2% | 0.54% | -7.5% |
| Q2 2021 | $4,617,000 | -7.0% | 61,052 | -10.3% | 0.59% | -11.3% |
| Q1 2021 | $4,963,000 | +35.6% | 68,060 | +19.3% | 0.66% | +26.3% |
| Q4 2020 | $3,660,000 | +6.9% | 57,057 | -7.8% | 0.52% | -2.4% |
| Q3 2020 | $3,423,000 | +2.6% | 61,898 | -4.0% | 0.54% | -11.2% |
| Q2 2020 | $3,337,000 | +7.6% | 64,490 | -6.4% | 0.60% | +2.0% |
| Q1 2020 | $3,101,000 | -17.3% | 68,933 | +6.5% | 0.59% | -10.2% |
| Q4 2019 | $3,748,000 | +3.8% | 64,710 | -1.8% | 0.66% | -3.9% |
| Q3 2019 | $3,611,000 | +1.9% | 65,918 | -1.3% | 0.69% | +2.8% |
| Q2 2019 | $3,545,000 | -0.4% | 66,808 | -1.8% | 0.67% | -14.6% |
| Q1 2019 | $3,558,000 | +8.5% | 68,061 | -2.5% | 0.78% | -3.7% |
| Q4 2018 | $3,280,000 | +657.5% | 69,838 | +755.8% | 0.81% | +680.8% |
| Q3 2018 | $433,000 | +8.0% | 8,161 | +0.3% | 0.10% | -1.0% |
| Q2 2018 | $401,000 | +45.8% | 8,136 | +45.2% | 0.10% | +40.0% |
| Q1 2018 | $275,000 | – | 5,605 | – | 0.08% | – |
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% |