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 | $815,982 | -2.5% | 11,532 | +0.1% | 0.15% | -0.7% |
| Q2 2023 | $836,923 | +30.7% | 11,525 | +31.7% | 0.15% | +24.4% |
| Q1 2023 | $640,315 | -57.5% | 8,752 | -56.1% | 0.12% | -64.2% |
| Q4 2022 | $1,505,890 | +176.8% | 19,935 | +143.4% | 0.33% | +151.5% |
| Q3 2022 | $544,000 | -7.8% | 8,191 | -0.5% | 0.13% | -4.3% |
| Q2 2022 | $590,000 | -72.0% | 8,235 | -69.2% | 0.14% | -66.3% |
| Q1 2022 | $2,109,000 | +40.8% | 26,736 | +35.0% | 0.41% | +49.8% |
| Q2 2021 | $1,498,000 | – | 19,804 | – | 0.27% | – |
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% |