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 | $719,815 | +60.8% | 10,173 | +65.1% | 0.09% | +87.5% |
| Q2 2023 | $447,530 | -2.3% | 6,163 | -1.6% | 0.05% | -9.4% |
| Q1 2023 | $458,100 | -90.1% | 6,262 | -89.7% | 0.05% | -88.9% |
| Q4 2022 | $4,607,836 | +14.5% | 60,999 | +0.6% | 0.48% | +3.0% |
| Q3 2022 | $4,026,000 | -7.3% | 60,607 | 0.0% | 0.46% | +1.8% |
| Q2 2022 | $4,341,000 | -9.2% | 60,607 | 0.0% | 0.46% | -2.4% |
| Q1 2022 | $4,781,000 | -2.4% | 60,607 | 0.0% | 0.47% | +1.7% |
| Q4 2021 | $4,899,000 | +46.2% | 60,607 | +34.3% | 0.46% | +29.2% |
| Q3 2021 | $3,351,000 | -1.8% | 45,141 | +0.1% | 0.36% | -0.8% |
| Q2 2021 | $3,411,000 | +50.2% | 45,103 | +44.8% | 0.36% | +35.0% |
| Q1 2021 | $2,271,000 | – | 31,145 | – | 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% |