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 | $36,983,118 | -5.7% | 522,656 | -3.2% | 4.62% | -1.8% |
| Q2 2023 | $39,216,433 | +31.1% | 540,022 | +32.1% | 4.70% | +20.8% |
| Q1 2023 | $29,914,288 | -1.6% | 408,889 | +1.6% | 3.89% | -7.9% |
| Q4 2022 | $30,404,371 | +12.1% | 402,494 | -1.4% | 4.22% | +0.9% |
| Q3 2022 | $27,125,000 | -7.1% | 408,324 | +0.2% | 4.19% | -5.5% |
| Q2 2022 | $29,195,000 | -9.0% | 407,578 | +0.3% | 4.43% | +4.2% |
| Q1 2022 | $32,072,000 | -18.1% | 406,544 | -16.0% | 4.25% | -11.1% |
| Q4 2021 | $39,140,000 | +13.2% | 484,228 | +4.0% | 4.78% | +2.9% |
| Q3 2021 | $34,578,000 | +0.9% | 465,755 | +2.8% | 4.65% | +0.1% |
| Q2 2021 | $34,277,000 | +5.9% | 453,278 | +2.1% | 4.64% | -1.2% |
| Q1 2021 | $32,361,000 | +21.2% | 443,786 | +6.6% | 4.70% | +7.0% |
| Q4 2020 | $26,697,000 | +50.1% | 416,232 | +29.5% | 4.39% | +22.5% |
| Q3 2020 | $17,781,000 | +24.0% | 321,533 | +16.1% | 3.58% | +16.6% |
| Q2 2020 | $14,337,000 | +48.8% | 277,035 | +29.3% | 3.08% | +32.8% |
| Q1 2020 | $9,638,000 | +7.6% | 214,275 | +38.6% | 2.32% | +35.6% |
| Q4 2019 | $8,955,000 | +69.9% | 154,615 | +60.7% | 1.71% | +59.2% |
| Q3 2019 | $5,270,000 | +47.2% | 96,197 | +42.6% | 1.07% | +47.1% |
| Q2 2019 | $3,579,000 | +97.6% | 67,448 | +94.7% | 0.73% | +87.4% |
| Q1 2019 | $1,811,000 | +19.7% | 34,647 | +7.5% | 0.39% | +13.4% |
| Q4 2018 | $1,513,000 | -55.3% | 32,215 | -49.5% | 0.34% | -77.4% |
| Q3 2018 | $3,383,000 | +191.9% | 63,821 | +171.5% | 1.52% | +519.6% |
| Q2 2018 | $1,159,000 | +106.2% | 23,505 | +105.1% | 0.24% | +104.2% |
| Q1 2018 | $562,000 | +24.3% | 11,459 | +29.6% | 0.12% | +26.3% |
| Q4 2017 | $452,000 | +23.8% | 8,840 | +13.3% | 0.10% | +17.3% |
| Q3 2017 | $365,000 | +97.3% | 7,799 | +90.0% | 0.08% | +92.9% |
| Q2 2017 | $185,000 | +1.1% | 4,105 | 0.0% | 0.04% | -2.3% |
| Q1 2017 | $183,000 | +2.2% | 4,105 | 0.0% | 0.04% | -2.3% |
| Q4 2016 | $179,000 | -51.5% | 4,105 | -52.9% | 0.04% | -18.5% |
| Q3 2016 | $369,000 | +117.1% | 8,718 | +112.4% | 0.05% | +12.5% |
| Q2 2016 | $170,000 | +3.0% | 4,105 | 0.0% | 0.05% | -18.6% |
| Q1 2016 | $165,000 | +4.4% | 4,105 | 0.0% | 0.06% | -3.3% |
| Q4 2015 | $158,000 | +6.8% | 4,105 | 0.0% | 0.06% | -3.2% |
| Q3 2015 | $148,000 | -19.6% | 4,105 | -14.6% | 0.06% | -10.0% |
| Q2 2015 | $184,000 | -3.2% | 4,809 | 0.0% | 0.07% | -4.1% |
| Q1 2015 | $190,000 | -1.0% | 4,809 | 0.0% | 0.07% | -5.2% |
| Q4 2014 | $192,000 | +3.8% | 4,809 | 0.0% | 0.08% | -8.3% |
| Q3 2014 | $185,000 | – | 4,809 | – | 0.08% | – |
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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% |