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 | $15,936,638 | -10.8% | 225,221 | -8.4% | 0.77% | -5.9% |
Q2 2023 | $17,860,583 | +6578.7% | 245,946 | +6629.0% | 0.82% | +5757.1% |
Q1 2023 | $267,425 | -8.1% | 3,655 | -5.2% | 0.01% | -12.5% |
Q4 2022 | $291,107 | +20.8% | 3,854 | +6.3% | 0.02% | +6.7% |
Q3 2022 | $241,000 | +3.4% | 3,626 | +11.5% | 0.02% | +15.4% |
Q2 2022 | $233,000 | -19.1% | 3,253 | -10.9% | 0.01% | -7.1% |
Q1 2022 | $288,000 | +13.4% | 3,650 | +16.1% | 0.01% | +16.7% |
Q4 2021 | $254,000 | +6.7% | 3,143 | -0.0% | 0.01% | -7.7% |
Q2 2021 | $238,000 | +3.9% | 3,144 | +0.1% | 0.01% | -7.1% |
Q1 2021 | $229,000 | +13.9% | 3,141 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $201,000 | – | 3,131 | – | 0.01% | – |
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% |