SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,962,618 | -10.0% | 56,001 | -7.7% | 0.07% | -9.2% |
| Q2 2023 | $4,404,505 | -29.5% | 60,651 | -28.9% | 0.08% | -45.3% |
| Q1 2023 | $6,243,207 | -20.1% | 85,336 | -17.5% | 0.14% | -27.6% |
| Q4 2022 | $7,809,205 | +65.4% | 103,378 | +45.5% | 0.19% | +28.9% |
| Q3 2022 | $4,721,000 | +10.1% | 71,069 | +18.7% | 0.15% | +23.1% |
| Q2 2022 | $4,289,000 | +10.1% | 59,870 | +21.2% | 0.12% | +24.7% |
| Q1 2022 | $3,896,000 | +24.2% | 49,383 | +27.2% | 0.10% | +12.8% |
| Q4 2021 | $3,138,000 | +34.6% | 38,823 | +26.0% | 0.09% | +1.2% |
| Q2 2021 | $2,331,000 | +34.6% | 30,820 | +29.7% | 0.08% | +16.4% |
| Q1 2021 | $1,732,000 | +27.5% | 23,758 | +12.2% | 0.07% | +17.7% |
| Q4 2020 | $1,358,000 | +24.4% | 21,167 | +7.1% | 0.06% | +6.9% |
| Q3 2020 | $1,092,000 | +28.5% | 19,755 | +20.3% | 0.06% | +16.0% |
| Q2 2020 | $850,000 | +64.7% | 16,426 | +43.1% | 0.05% | +31.6% |
| Q1 2020 | $516,000 | -11.5% | 11,477 | +14.0% | 0.04% | +2.7% |
| Q4 2019 | $583,000 | +6.6% | 10,070 | +0.9% | 0.04% | -7.5% |
| Q3 2019 | $547,000 | +16.1% | 9,976 | +12.5% | 0.04% | +14.3% |
| Q2 2019 | $471,000 | +12.4% | 8,866 | +10.5% | 0.04% | +2.9% |
| Q1 2019 | $419,000 | – | 8,021 | – | 0.03% | – |
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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% |