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 | $691,388 | +15.2% | 9,771 | +18.2% | 0.22% | +19.6% |
| Q2 2023 | $600,422 | +1.4% | 8,268 | +2.3% | 0.18% | -2.1% |
| Q1 2023 | $592,000 | 0.0% | 8,086 | +3.2% | 0.19% | -9.2% |
| Q4 2022 | $592,000 | +16.5% | 7,834 | +2.3% | 0.21% | +6.7% |
| Q3 2022 | $508,000 | -6.3% | 7,659 | +1.1% | 0.19% | -2.0% |
| Q2 2022 | $542,000 | -7.0% | 7,572 | +2.4% | 0.20% | +7.0% |
| Q1 2022 | $583,000 | +0.2% | 7,394 | +2.6% | 0.18% | +3.9% |
| Q4 2021 | $582,000 | +9.0% | 7,210 | +0.3% | 0.18% | +4.1% |
| Q3 2021 | $534,000 | -0.4% | 7,192 | +1.6% | 0.17% | -2.3% |
| Q2 2021 | $536,000 | +4.7% | 7,082 | +0.9% | 0.18% | -3.3% |
| Q1 2021 | $512,000 | +13.5% | 7,020 | -0.1% | 0.18% | +5.8% |
| Q4 2020 | $451,000 | +14.8% | 7,028 | -1.1% | 0.17% | +4.3% |
| Q3 2020 | $393,000 | +13.3% | 7,104 | +5.9% | 0.16% | +5.1% |
| Q2 2020 | $347,000 | +6.4% | 6,708 | -7.4% | 0.16% | -8.8% |
| Q1 2020 | $326,000 | -9.7% | 7,243 | +16.3% | 0.17% | +12.5% |
| Q4 2019 | $361,000 | +9.4% | 6,226 | +3.2% | 0.15% | +3.4% |
| Q3 2019 | $330,000 | +12.6% | 6,032 | +9.3% | 0.15% | +5.0% |
| Q2 2019 | $293,000 | +10.2% | 5,521 | +8.4% | 0.14% | +20.7% |
| Q1 2019 | $266,000 | +24.9% | 5,093 | +12.2% | 0.12% | +12.6% |
| Q4 2018 | $213,000 | -4.5% | 4,538 | +7.9% | 0.10% | +3.0% |
| Q3 2018 | $223,000 | – | 4,207 | – | 0.10% | – |
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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% |