SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,923,676 | +10.4% | 55,450 | +13.4% | 0.36% | +16.3% |
| Q2 2023 | $3,552,468 | +7.8% | 48,919 | +8.6% | 0.31% | +1.6% |
| Q1 2023 | $3,295,750 | +3.7% | 45,049 | +7.1% | 0.31% | -2.5% |
| Q4 2022 | $3,177,530 | +15.3% | 42,064 | +1.4% | 0.32% | +4.6% |
| Q3 2022 | $2,756,000 | -4.5% | 41,491 | +3.0% | 0.30% | +0.7% |
| Q2 2022 | $2,885,000 | -8.4% | 40,274 | +0.9% | 0.30% | +11.1% |
| Q1 2022 | $3,148,000 | +0.8% | 39,901 | +3.3% | 0.27% | +3.8% |
| Q4 2021 | $3,122,000 | +24.9% | 38,621 | +14.7% | 0.26% | +9.7% |
| Q3 2021 | $2,500,000 | -0.8% | 33,671 | +1.1% | 0.24% | +20.9% |
| Q2 2021 | $2,520,000 | +7.3% | 33,318 | +3.4% | 0.20% | -18.0% |
| Q1 2021 | $2,349,000 | +45.1% | 32,218 | +27.6% | 0.24% | +27.8% |
| Q4 2020 | $1,619,000 | +20.6% | 25,246 | +4.0% | 0.19% | -5.1% |
| Q3 2020 | $1,342,000 | +11.0% | 24,265 | +3.9% | 0.20% | -2.5% |
| Q2 2020 | $1,209,000 | +24.3% | 23,363 | +8.0% | 0.20% | +4.1% |
| Q1 2020 | $973,000 | -23.0% | 21,635 | -0.8% | 0.19% | -3.5% |
| Q4 2019 | $1,263,000 | +9.2% | 21,809 | +3.2% | 0.20% | +2.0% |
| Q3 2019 | $1,157,000 | +9.6% | 21,125 | +6.2% | 0.20% | +7.7% |
| Q2 2019 | $1,056,000 | +7.8% | 19,895 | +6.2% | 0.18% | +5.8% |
| Q1 2019 | $980,000 | +16.1% | 18,737 | +4.3% | 0.17% | 0.0% |
| Q4 2018 | $844,000 | -4.2% | 17,960 | +8.1% | 0.17% | +4.2% |
| Q3 2018 | $881,000 | +6.8% | 16,618 | -0.8% | 0.17% | 0.0% |
| Q2 2018 | $825,000 | 0.0% | 16,746 | -0.4% | 0.17% | -0.6% |
| Q1 2018 | $825,000 | +8.4% | 16,817 | +13.0% | 0.17% | +11.3% |
| Q4 2017 | $761,000 | – | 14,879 | – | 0.15% | – |
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% |