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 | $88,052 | -5.6% | 1,244 | -3.1% | 0.02% | 0.0% |
| Q2 2023 | $93,271 | -9.0% | 1,284 | -8.4% | 0.02% | -15.4% |
| Q1 2023 | $102,524 | -3.2% | 1,401 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $105,859 | +13.8% | 1,401 | 0.0% | 0.03% | +7.7% |
| Q3 2022 | $93,000 | -7.0% | 1,401 | 0.0% | 0.03% | -3.7% |
| Q2 2022 | $100,000 | -1.0% | 1,401 | +9.1% | 0.03% | +8.0% |
| Q1 2022 | $101,000 | -2.9% | 1,284 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $104,000 | +9.5% | 1,284 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $95,000 | -3.1% | 1,284 | -0.8% | 0.02% | -7.7% |
| Q2 2021 | $98,000 | +4.3% | 1,295 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $94,000 | +9.3% | 1,295 | -3.7% | 0.03% | +8.3% |
| Q4 2020 | $86,000 | +16.2% | 1,345 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $74,000 | +4.2% | 1,345 | -2.5% | 0.02% | -12.0% |
| Q2 2020 | $71,000 | +14.5% | 1,379 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $62,000 | -22.5% | 1,379 | 0.0% | 0.03% | -40.9% |
| Q4 2019 | $80,000 | +5.3% | 1,379 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $76,000 | +4.1% | 1,379 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $73,000 | -5.2% | 1,379 | -6.1% | 0.04% | -6.4% |
| Q1 2019 | $77,000 | -49.7% | 1,469 | -54.9% | 0.05% | -58.4% |
| Q4 2018 | $153,000 | – | 3,256 | – | 0.11% | – |
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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% |