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 | $249,641 | -10.9% | 3,528 | -4.9% | 0.02% | -8.3% |
| Q4 2022 | $280,253 | +0.8% | 3,710 | -11.5% | 0.02% | -7.7% |
| Q3 2022 | $278,000 | -7.3% | 4,190 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $300,000 | +2.4% | 4,187 | +12.9% | 0.03% | +18.2% |
| Q1 2022 | $293,000 | -29.4% | 3,710 | -27.8% | 0.02% | -24.1% |
| Q4 2021 | $415,000 | +50.9% | 5,140 | +38.5% | 0.03% | +45.0% |
| Q3 2021 | $275,000 | -38.6% | 3,710 | -57.6% | 0.02% | -55.6% |
| Q4 2017 | $448,000 | +7.2% | 8,750 | -2.0% | 0.04% | +4.7% |
| Q3 2017 | $418,000 | – | 8,930 | – | 0.04% | – |
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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% |