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 | $266,483 | -2.3% | 3,766 | +0.3% | 0.15% | +2.0% |
| Q2 2023 | $272,761 | +4.6% | 3,756 | +5.3% | 0.15% | 0.0% |
| Q1 2023 | $260,889 | -12.4% | 3,566 | -9.5% | 0.15% | -2.6% |
| Q4 2022 | $297,703 | +16.3% | 3,941 | +2.2% | 0.15% | -0.6% |
| Q3 2022 | $256,000 | -7.9% | 3,857 | -0.8% | 0.16% | +7.6% |
| Q2 2022 | $278,000 | -7.6% | 3,887 | +1.9% | 0.14% | -5.3% |
| Q1 2022 | $301,000 | -72.8% | 3,814 | -72.2% | 0.15% | -70.2% |
| Q4 2021 | $1,107,000 | +8.5% | 13,701 | -0.3% | 0.51% | -7.1% |
| Q3 2021 | $1,020,000 | -29.3% | 13,741 | -28.0% | 0.55% | -31.8% |
| Q2 2021 | $1,443,000 | +2.1% | 19,082 | -1.6% | 0.80% | -5.8% |
| Q1 2021 | $1,414,000 | +98.0% | 19,390 | +74.1% | 0.86% | +83.9% |
| Q4 2020 | $714,000 | +233.6% | 11,138 | +166.3% | 0.46% | +161.2% |
| Q4 2017 | $214,000 | +1.9% | 4,183 | -6.8% | 0.18% | -3.3% |
| Q3 2017 | $210,000 | +4.0% | 4,488 | 0.0% | 0.18% | +2.2% |
| Q2 2017 | $202,000 | +1.0% | 4,488 | 0.0% | 0.18% | +1.1% |
| Q1 2017 | $200,000 | – | 4,488 | – | 0.18% | – |
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% |