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 | $126,635 | +22.5% | 1,790 | +25.7% | 0.01% | 0.0% |
Q2 2023 | $103,385 | +10.3% | 1,424 | +11.1% | 0.01% | +10.0% |
Q1 2023 | $93,757 | -40.6% | 1,282 | -38.6% | 0.01% | -50.0% |
Q4 2022 | $157,727 | +192.1% | 2,088 | +154.9% | 0.02% | +150.0% |
Q3 2022 | $54,000 | +3.8% | 819 | +13.1% | 0.01% | +14.3% |
Q2 2022 | $52,000 | -3.7% | 724 | +5.2% | 0.01% | +16.7% |
Q1 2022 | $54,000 | -3.6% | 688 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $56,000 | +366.7% | 688 | +324.7% | 0.01% | +250.0% |
Q3 2021 | $12,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $12,000 | -99.7% | 162 | +153.1% | 0.00% | +100.0% |
Q1 2021 | $4,667,000 | +116575.0% | 64 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $3,000 | -62.5% | 64 | -50.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | +100.0% | 128 | +100.0% | 0.00% | 0.0% |
Q3 2019 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | -50.0% |
Q4 2018 | $3,000 | – | 64 | – | 0.00% | – |
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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% |