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 | $412,659 | -1.7% | 5,832 | +0.9% | 0.11% | +2.9% |
| Q2 2023 | $419,665 | +0.2% | 5,779 | +0.9% | 0.10% | -4.6% |
| Q1 2023 | $418,864 | -2.3% | 5,725 | +0.8% | 0.11% | -7.7% |
| Q4 2022 | $428,853 | +15.0% | 5,677 | +0.9% | 0.12% | +13.6% |
| Q3 2022 | $373,000 | -6.5% | 5,625 | +0.9% | 0.10% | -3.7% |
| Q2 2022 | $399,000 | -8.3% | 5,573 | +1.0% | 0.11% | +3.9% |
| Q1 2022 | $435,000 | -1.8% | 5,519 | +0.7% | 0.10% | +1.0% |
| Q4 2021 | $443,000 | +9.9% | 5,483 | +0.8% | 0.10% | 0.0% |
| Q3 2021 | $403,000 | -1.2% | 5,440 | +0.8% | 0.10% | -1.9% |
| Q2 2021 | $408,000 | +4.3% | 5,398 | +0.7% | 0.10% | -4.6% |
| Q1 2021 | $391,000 | +23.3% | 5,360 | +8.3% | 0.11% | +13.5% |
| Q4 2020 | $317,000 | +17.0% | 4,947 | +0.9% | 0.10% | +1.1% |
| Q3 2020 | $271,000 | +9.3% | 4,901 | +1.0% | 0.10% | +2.2% |
| Q2 2020 | $248,000 | – | 4,852 | – | 0.09% | – |
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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% |