SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,948 | -11.0% | 1,822 | -8.6% | 0.01% | -7.1% |
| Q2 2023 | $144,816 | +11.6% | 1,994 | +12.4% | 0.01% | 0.0% |
| Q1 2023 | $129,816 | +24.3% | 1,774 | +28.3% | 0.01% | +7.7% |
| Q4 2022 | $104,478 | +14.8% | 1,383 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $91,000 | +237.0% | 1,374 | +260.6% | 0.01% | +160.0% |
| Q2 2022 | $27,000 | +35.0% | 381 | +49.4% | 0.01% | +66.7% |
| Q1 2022 | $20,000 | -4.8% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -8.7% | 255 | -18.3% | 0.00% | -40.0% |
| Q3 2021 | $23,000 | +35.3% | 312 | +36.8% | 0.01% | +25.0% |
| Q2 2021 | $17,000 | 0.0% | 228 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $17,000 | +13.3% | 228 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 228 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | -13.3% | 228 | -19.7% | 0.01% | -28.6% |
| Q2 2020 | $15,000 | -82.4% | 284 | -84.9% | 0.01% | -86.8% |
| Q1 2020 | $85,000 | +372.2% | 1,886 | +508.4% | 0.05% | +430.0% |
| Q4 2019 | $18,000 | -43.8% | 310 | -47.2% | 0.01% | -52.4% |
| Q3 2019 | $32,000 | +23.1% | 587 | +20.3% | 0.02% | +10.5% |
| Q2 2019 | $26,000 | +4.0% | 488 | +2.7% | 0.02% | -5.0% |
| Q1 2019 | $25,000 | +13.6% | 475 | +0.4% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | – | 473 | – | 0.02% | – |
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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% |