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 | $33,957,512 | +4.3% | 479,897 | +7.0% | 10.82% | +5.8% |
| Q2 2023 | $32,566,657 | -1.2% | 448,453 | -0.5% | 10.23% | -4.2% |
| Q1 2023 | $32,961,432 | +97358.5% | 450,539 | +0.6% | 10.68% | -7.1% |
| Q4 2022 | $33,821 | -99.9% | 447,726 | +0.8% | 11.49% | +4.8% |
| Q3 2022 | $29,496,000 | -6.4% | 444,020 | +0.9% | 10.96% | +0.6% |
| Q2 2022 | $31,516,000 | -14.8% | 439,985 | -6.2% | 10.90% | -4.1% |
| Q1 2022 | $36,987,000 | -1.7% | 468,835 | +0.7% | 11.37% | +5.0% |
| Q4 2021 | $37,614,000 | +8.8% | 465,350 | -0.1% | 10.83% | +2.7% |
| Q3 2021 | $34,573,000 | -5.1% | 465,700 | -3.3% | 10.54% | -2.7% |
| Q2 2021 | $36,415,000 | +4.2% | 481,546 | +0.5% | 10.83% | -1.8% |
| Q1 2021 | $34,943,000 | +28.6% | 479,196 | +13.1% | 11.03% | +10.5% |
| Q4 2020 | $27,170,000 | +16.2% | 423,600 | +0.2% | 9.98% | +0.9% |
| Q3 2020 | $23,386,000 | +7.1% | 422,900 | +0.3% | 9.89% | -0.0% |
| Q2 2020 | $21,826,000 | – | 421,750 | – | 9.90% | – |
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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% |