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 | $18,541,535 | -4.0% | 262,034 | -1.8% | 3.98% | -1.3% |
| Q2 2023 | $19,319,109 | -1.3% | 266,912 | -0.6% | 4.03% | -3.2% |
| Q1 2023 | $19,568,862 | -6.0% | 268,619 | -2.5% | 4.16% | -10.9% |
| Q4 2022 | $20,811,653 | +8.3% | 275,505 | -4.8% | 4.67% | +6.2% |
| Q3 2022 | $19,220,000 | -6.9% | 289,334 | +0.3% | 4.40% | -3.4% |
| Q2 2022 | $20,655,000 | -9.7% | 288,354 | -0.6% | 4.55% | -13.5% |
| Q1 2022 | $22,878,000 | -2.8% | 289,996 | -0.5% | 5.26% | -6.7% |
| Q4 2021 | $23,531,000 | +6.0% | 291,366 | -2.6% | 5.64% | -6.0% |
| Q3 2021 | $22,204,000 | -5.3% | 299,086 | -3.5% | 6.00% | -2.4% |
| Q2 2021 | $23,445,000 | +3.5% | 310,031 | -0.2% | 6.15% | -0.5% |
| Q1 2021 | $22,657,000 | +15.3% | 310,714 | +0.8% | 6.18% | +5.4% |
| Q4 2020 | $19,657,000 | +61.6% | 308,398 | +45.8% | 5.86% | +46.2% |
| Q3 2020 | $12,167,000 | +7.3% | 211,568 | -3.4% | 4.01% | -0.5% |
| Q2 2020 | $11,339,000 | +0.4% | 219,119 | -3.2% | 4.03% | -8.7% |
| Q1 2020 | $11,298,000 | -13.8% | 226,414 | +1.7% | 4.41% | +6.5% |
| Q4 2019 | $13,102,000 | +12.8% | 222,671 | +5.0% | 4.14% | +3.0% |
| Q3 2019 | $11,615,000 | +7.1% | 212,022 | +2.3% | 4.02% | +4.5% |
| Q1 2019 | $10,840,000 | +12.8% | 207,339 | +1.3% | 3.85% | +5.6% |
| Q4 2018 | $9,612,000 | -13.4% | 204,649 | -2.2% | 3.64% | +42.9% |
| Q3 2018 | $11,096,000 | +11.1% | 209,356 | +3.3% | 2.55% | +8.4% |
| Q2 2018 | $9,988,000 | -1.1% | 202,628 | -1.6% | 2.35% | -4.7% |
| Q1 2018 | $10,099,000 | -3.4% | 205,971 | +0.8% | 2.47% | -8.3% |
| Q4 2017 | $10,454,000 | +10.6% | 204,308 | +1.2% | 2.70% | +14.0% |
| Q3 2017 | $9,451,000 | +7.0% | 201,945 | +3.1% | 2.36% | +2.2% |
| Q2 2017 | $8,830,000 | +5.4% | 195,796 | +4.2% | 2.31% | +0.8% |
| Q1 2017 | $8,380,000 | +5.6% | 187,983 | +3.2% | 2.30% | -0.1% |
| Q4 2016 | $7,934,000 | +16.1% | 182,093 | +12.7% | 2.30% | +19.9% |
| Q3 2016 | $6,834,000 | +17.7% | 161,511 | +15.3% | 1.92% | +13.7% |
| Q2 2016 | $5,805,000 | +177.0% | 140,072 | +167.9% | 1.69% | +126.9% |
| Q1 2016 | $2,096,000 | +27.1% | 52,291 | +22.3% | 0.74% | +33.6% |
| Q4 2015 | $1,649,000 | +23.9% | 42,753 | +15.5% | 0.56% | +7.1% |
| Q3 2015 | $1,331,000 | +53.0% | 37,016 | +62.9% | 0.52% | +53.1% |
| Q2 2015 | $870,000 | +66.3% | 22,727 | +71.1% | 0.34% | +57.7% |
| Q1 2015 | $523,000 | +120.7% | 13,281 | +123.7% | 0.22% | +119.4% |
| Q4 2014 | $237,000 | – | 5,936 | – | 0.10% | – |
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% |