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 | $2,609,599 | 0.0% | 35,935 | 0.0% | 0.60% | +5.3% |
| Q2 2023 | $2,609,599 | -1.2% | 35,935 | -0.5% | 0.57% | -11.2% |
| Q1 2023 | $2,642,147 | +804.2% | 36,115 | +833.7% | 0.64% | +804.2% |
| Q4 2022 | $292,220 | +12.0% | 3,868 | -1.4% | 0.07% | +4.4% |
| Q3 2022 | $261,000 | +6.5% | 3,923 | +15.7% | 0.07% | +13.3% |
| Q2 2022 | $245,000 | -6.5% | 3,392 | +2.3% | 0.06% | +15.4% |
| Q1 2022 | $262,000 | -1.9% | 3,316 | +0.5% | 0.05% | -11.9% |
| Q4 2021 | $267,000 | +9.4% | 3,301 | +0.4% | 0.06% | +1.7% |
| Q3 2021 | $244,000 | +12100.0% | 3,288 | +8330.8% | 0.06% | +5700.0% |
| Q2 2019 | $2,000 | – | 39 | – | 0.00% | – |
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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% |