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 | $124,999,676 | +0.6% | 1,766,530 | +3.3% | 0.48% | +213.6% |
| Q2 2023 | $124,199,862 | +5953.9% | 1,710,271 | +5999.2% | 0.15% | +275.6% |
| Q1 2023 | $2,051,555 | +78.1% | 28,041 | +8.9% | 0.04% | +173.3% |
| Q4 2022 | $1,152,189 | -63.1% | 25,744 | -45.2% | 0.02% | -61.5% |
| Q3 2022 | $3,122,000 | -18.4% | 47,004 | -12.8% | 0.04% | -17.0% |
| Q2 2022 | $3,824,000 | -5.9% | 53,878 | +4.6% | 0.05% | +11.9% |
| Q1 2022 | $4,062,000 | +28.1% | 51,484 | +31.2% | 0.04% | +35.5% |
| Q4 2021 | $3,170,000 | +11.0% | 39,238 | +2.0% | 0.03% | -18.4% |
| Q3 2021 | $2,857,000 | +7.3% | 38,473 | +9.3% | 0.04% | 0.0% |
| Q2 2021 | $2,662,000 | +320.5% | 35,199 | +304.9% | 0.04% | +280.0% |
| Q1 2021 | $633,000 | +13.4% | 8,693 | -0.1% | 0.01% | +11.1% |
| Q4 2020 | $558,000 | +16.0% | 8,700 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $481,000 | +6.9% | 8,693 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $450,000 | – | 8,693 | – | 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% |