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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -10.5% | 3,900 | -14.4% | 0.01% | -21.4% |
| Q2 2021 | $344,000 | +254.6% | 4,556 | +201.3% | 0.01% | +180.0% |
| Q4 2020 | $97,000 | -52.7% | 1,512 | -59.3% | 0.01% | -54.5% |
| Q3 2020 | $205,000 | -5.5% | 3,712 | -11.3% | 0.01% | -15.4% |
| Q2 2020 | $217,000 | -6.5% | 4,185 | +4.5% | 0.01% | 0.0% |
| Q4 2019 | $232,000 | +3.1% | 4,004 | -2.4% | 0.01% | -7.1% |
| Q3 2019 | $225,000 | +5.6% | 4,104 | +2.5% | 0.01% | -6.7% |
| Q2 2019 | $213,000 | -0.5% | 4,004 | -2.3% | 0.02% | -6.2% |
| Q1 2019 | $214,000 | +0.5% | 4,098 | -9.6% | 0.02% | 0.0% |
| Q4 2018 | $213,000 | -5.8% | 4,535 | -1.0% | 0.02% | -5.9% |
| Q2 2018 | $226,000 | – | 4,582 | – | 0.02% | – |
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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% |