SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,146 | +52.5% | 1,246 | +56.5% | 0.01% | +66.7% |
| Q2 2023 | $57,784 | -73.2% | 796 | -73.0% | 0.01% | -76.0% |
| Q1 2023 | $215,508 | +13.5% | 2,946 | +17.2% | 0.02% | +13.6% |
| Q4 2022 | $189,885 | +659.5% | 2,514 | +558.1% | 0.02% | +633.3% |
| Q3 2022 | $25,000 | -34.2% | 382 | -28.9% | 0.00% | -40.0% |
| Q2 2022 | $38,000 | -9.5% | 537 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -2.3% | 534 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +10.3% | 532 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $39,000 | -50.0% | 530 | -49.6% | 0.01% | 0.0% |
| Q2 2021 | $78,000 | +105.3% | 1,052 | +100.4% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +660.0% | 525 | +503.4% | 0.01% | +400.0% |
| Q2 2020 | $5,000 | – | 87 | – | 0.00% | – |
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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% |