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 | $328,969 | -34.0% | 4,649 | -32.3% | 0.02% | -37.5% |
| Q2 2023 | $498,305 | -99.0% | 6,862 | -99.0% | 0.03% | -99.0% |
| Q1 2023 | $49,544,838 | +5.2% | 677,212 | +8.6% | 3.31% | +0.8% |
| Q4 2022 | $47,109,787 | +16.5% | 623,640 | +2.4% | 3.28% | -2.8% |
| Q3 2022 | $40,443,000 | +2258.2% | 608,800 | +2443.2% | 3.38% | +2150.7% |
| Q2 2022 | $1,715,000 | +13092.3% | 23,938 | +14148.8% | 0.15% | +14900.0% |
| Q1 2022 | $13,000 | -7.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 168 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | +9.1% | 166 | +18.6% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +83.3% | 140 | +77.2% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -87.0% | 79 | -89.0% | 0.00% | -88.9% |
| Q4 2020 | $46,000 | +27.8% | 719 | +8.0% | 0.01% | +12.5% |
| Q3 2020 | $36,000 | -20.0% | 666 | -23.8% | 0.01% | -27.3% |
| Q2 2020 | $45,000 | -94.1% | 874 | -94.8% | 0.01% | -94.7% |
| Q1 2020 | $757,000 | – | 16,837 | – | 0.21% | – |
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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% |