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 | $1,219,301 | -79.0% | 17,232 | -78.4% | 0.64% | -79.1% |
Q2 2023 | $5,802,074 | -24.7% | 79,896 | -24.1% | 3.06% | -32.0% |
Q1 2023 | $7,705,636 | +0.6% | 105,326 | +6.1% | 4.50% | +2.5% |
Q4 2022 | $7,657,450 | -16.9% | 99,228 | -28.4% | 4.39% | -14.9% |
Q3 2022 | $9,210,000 | -4.7% | 138,646 | +2.7% | 5.16% | -1.7% |
Q2 2022 | $9,668,000 | -8.0% | 134,974 | +1.3% | 5.25% | -3.9% |
Q1 2022 | $10,510,000 | +8.3% | 133,227 | +11.0% | 5.46% | +4.1% |
Q4 2021 | $9,705,000 | – | 120,065 | – | 5.25% | – |
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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% |