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 | $17,252 | -1.8% | 244 | +0.8% | 0.01% | +12.5% |
| Q2 2023 | $17,563 | -69.9% | 242 | -69.7% | 0.01% | -78.4% |
| Q1 2023 | $58,439 | -3.2% | 799 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $60,340 | -30.6% | 799 | -38.9% | 0.04% | -36.2% |
| Q3 2022 | $87,000 | -92.1% | 1,308 | -91.5% | 0.06% | -91.6% |
| Q2 2022 | $1,106,000 | -17.1% | 15,442 | -8.7% | 0.69% | +12.6% |
| Q1 2022 | $1,334,000 | +225.4% | 16,913 | +233.8% | 0.61% | +256.4% |
| Q4 2021 | $410,000 | +469.4% | 5,067 | +423.5% | 0.17% | +391.4% |
| Q3 2021 | $72,000 | -72.1% | 968 | -71.6% | 0.04% | -72.2% |
| Q2 2021 | $258,000 | +323.0% | 3,414 | +305.0% | 0.13% | +260.0% |
| Q1 2021 | $61,000 | +17.3% | 843 | +3.3% | 0.04% | +16.7% |
| Q4 2020 | $52,000 | +15.6% | 816 | +0.7% | 0.03% | -3.2% |
| Q3 2020 | $45,000 | +4.7% | 810 | -2.1% | 0.03% | -11.4% |
| Q2 2020 | $43,000 | +19.4% | 827 | +0.9% | 0.04% | -2.8% |
| Q1 2020 | $36,000 | -23.4% | 820 | +1.0% | 0.04% | +12.5% |
| Q4 2019 | $47,000 | – | 812 | – | 0.03% | – |
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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% |