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 | $73,054 | -2.7% | 1,032 | -0.1% | 0.01% | -7.1% |
| Q2 2023 | $75,043 | -0.8% | 1,033 | -0.1% | 0.01% | -6.7% |
| Q1 2023 | $75,667 | -3.5% | 1,034 | -0.4% | 0.02% | -6.2% |
| Q4 2022 | $78,428 | +1860.7% | 1,038 | +1721.1% | 0.02% | +1500.0% |
| Q3 2022 | $4,000 | -99.5% | 57 | -99.5% | 0.00% | -99.4% |
| Q2 2022 | $844,000 | +42100.0% | 11,784 | +40534.5% | 0.15% | – |
| Q1 2022 | $2,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $668,000 | -3.7% | 13,631 | +0.5% | 0.21% | -4.5% |
| Q4 2017 | $694,000 | -44.9% | 13,558 | -49.7% | 0.22% | -46.9% |
| Q3 2017 | $1,260,000 | +109.0% | 26,934 | +101.5% | 0.42% | +86.7% |
| Q2 2017 | $603,000 | +1.9% | 13,368 | +0.7% | 0.22% | -3.0% |
| Q1 2017 | $592,000 | +2.4% | 13,272 | 0.0% | 0.23% | -4.9% |
| Q4 2016 | $578,000 | +2.8% | 13,272 | 0.0% | 0.24% | -1.2% |
| Q3 2016 | $562,000 | +2.2% | 13,272 | 0.0% | 0.25% | -2.4% |
| Q2 2016 | $550,000 | +3.4% | 13,272 | 0.0% | 0.25% | -13.1% |
| Q1 2016 | $532,000 | +3.9% | 13,272 | 0.0% | 0.29% | -1.0% |
| Q4 2015 | $512,000 | – | 13,272 | – | 0.29% | – |
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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% |