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 | $811,216 | -13.5% | 11,464 | -11.2% | 0.22% | -7.1% |
| Q2 2023 | $937,839 | -23.0% | 12,914 | -22.5% | 0.24% | -24.0% |
| Q1 2023 | $1,218,724 | +0.8% | 16,658 | +4.1% | 0.31% | -1.3% |
| Q4 2022 | $1,208,892 | +10.8% | 16,003 | +8.2% | 0.32% | +5.7% |
| Q3 2022 | $1,091,000 | +15.3% | 14,788 | +12.0% | 0.30% | +11.9% |
| Q2 2022 | $946,000 | -18.7% | 13,205 | -10.4% | 0.27% | -16.0% |
| Q1 2022 | $1,163,000 | +419.2% | 14,739 | +339.6% | 0.32% | +219.0% |
| Q4 2020 | $224,000 | – | 3,353 | – | 0.10% | – |
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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% |