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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $157,000 | +9.0% | 1,945 | 0.0% | 0.13% | +10.9% |
| Q3 2021 | $144,000 | -2.0% | 1,945 | 0.0% | 0.12% | +4.4% |
| Q2 2021 | $147,000 | +3.5% | 1,945 | 0.0% | 0.11% | -8.8% |
| Q1 2021 | $142,000 | +13.6% | 1,945 | 0.0% | 0.12% | +15.7% |
| Q4 2020 | $125,000 | +9.6% | 1,945 | 0.0% | 0.11% | +5.9% |
| Q3 2020 | $114,000 | +12.9% | 1,945 | 0.0% | 0.10% | +1.0% |
| Q2 2020 | $101,000 | +16.1% | 1,945 | 0.0% | 0.10% | -17.2% |
| Q1 2020 | $87,000 | -28.1% | 1,945 | -7.0% | 0.12% | +7.0% |
| Q4 2019 | $121,000 | +5.2% | 2,092 | 0.0% | 0.11% | -15.6% |
| Q3 2019 | $115,000 | +3.6% | 2,092 | 0.0% | 0.14% | +1.5% |
| Q2 2019 | $111,000 | +1.8% | 2,092 | 0.0% | 0.13% | -8.9% |
| Q1 2019 | $109,000 | +11.2% | 2,092 | 0.0% | 0.15% | -22.3% |
| Q4 2018 | $98,000 | -90.4% | 2,092 | -89.1% | 0.19% | -81.7% |
| Q3 2018 | $1,021,000 | +9.9% | 19,271 | +2.2% | 1.03% | +5.4% |
| Q2 2018 | $929,000 | -59.6% | 18,851 | -59.9% | 0.97% | -63.1% |
| Q1 2018 | $2,302,000 | -3.3% | 46,956 | +0.9% | 2.64% | -2.1% |
| Q4 2017 | $2,381,000 | +10.8% | 46,540 | +1.4% | 2.70% | +6.1% |
| Q3 2017 | $2,148,000 | -99.9% | 45,890 | -1.3% | 2.54% | +5.7% |
| Q2 2017 | $2,097,601,000 | +12.8% | 46,510 | +11.5% | 2.40% | +4.5% |
| Q1 2017 | $1,859,655,000 | +5.5% | 41,715 | +3.7% | 2.30% | +24.0% |
| Q4 2016 | $1,762,392,000 | – | 40,220 | – | 1.86% | – |
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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% |