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 | $2,548,645 | +11.9% | 36,018 | +14.8% | 0.42% | +14.9% |
Q2 2023 | $2,277,683 | +19.0% | 31,364 | +19.9% | 0.37% | +8.2% |
Q1 2023 | $1,913,841 | +25.5% | 26,160 | +29.6% | 0.34% | +16.0% |
Q4 2022 | $1,524,881 | +250.5% | 20,186 | +208.3% | 0.29% | +218.5% |
Q3 2022 | $435,000 | -5.6% | 6,547 | +1.8% | 0.09% | -6.1% |
Q2 2022 | $461,000 | +19.4% | 6,433 | +31.6% | 0.10% | +34.2% |
Q1 2022 | $386,000 | +589.3% | 4,890 | +552.9% | 0.07% | +563.6% |
Q3 2021 | $56,000 | – | 749 | – | 0.01% | – |
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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% |