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 | $384,366 | -33.8% | 5,432 | -32.1% | 0.13% | -33.0% |
| Q2 2023 | $580,885 | -10.1% | 7,999 | -9.5% | 0.19% | -14.2% |
| Q1 2023 | $646,496 | -3.3% | 8,838 | -0.1% | 0.23% | -3.8% |
| Q4 2022 | $668,526 | +94.9% | 8,850 | +71.6% | 0.24% | +72.8% |
| Q3 2022 | $343,000 | +14.7% | 5,157 | +23.5% | 0.14% | +19.3% |
| Q2 2022 | $299,000 | -9.1% | 4,175 | 0.0% | 0.11% | +4.6% |
| Q1 2022 | $329,000 | +44.9% | 4,175 | +48.5% | 0.11% | +41.6% |
| Q4 2021 | $227,000 | +4.1% | 2,812 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $218,000 | +0.9% | 2,812 | 0.0% | 0.08% | -6.0% |
| Q2 2021 | $216,000 | +1561.5% | 2,812 | +1066.8% | 0.08% | +1580.0% |
| Q2 2019 | $13,000 | 0.0% | 241 | 0.0% | 0.01% | -28.6% |
| Q1 2019 | $13,000 | +44.4% | 241 | +19.3% | 0.01% | +16.7% |
| Q4 2018 | $9,000 | – | 202 | – | 0.01% | – |
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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% |