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 | $2,178,306 | -27.6% | 30,982 | -23.1% | 1.46% | -13.3% |
| Q2 2023 | $3,007,819 | +5.0% | 40,265 | +1.0% | 1.69% | -3.8% |
| Q1 2023 | $2,863,750 | -12.3% | 39,852 | -6.5% | 1.76% | -11.6% |
| Q4 2022 | $3,265,167 | +10.3% | 42,626 | +0.5% | 1.99% | +13.1% |
| Q3 2022 | $2,960,000 | -5.0% | 42,403 | +0.9% | 1.76% | -20.0% |
| Q2 2022 | $3,115,000 | +0.3% | 42,020 | +7.2% | 2.19% | +36.3% |
| Q1 2022 | $3,106,000 | 0.0% | 39,210 | 0.0% | 1.61% | 0.0% |
| Q4 2021 | $3,106,000 | -21.1% | 39,210 | -23.6% | 1.61% | -14.2% |
| Q3 2021 | $3,935,000 | -2.3% | 51,299 | -1.0% | 1.88% | -18.5% |
| Q2 2021 | $4,029,000 | +805.4% | 51,809 | +766.7% | 2.30% | +662.3% |
| Q1 2021 | $445,000 | +12.4% | 5,978 | -3.7% | 0.30% | +19.8% |
| Q4 2020 | $396,000 | +7.6% | 6,206 | -4.7% | 0.25% | -18.4% |
| Q3 2020 | $368,000 | +5.7% | 6,512 | +1.3% | 0.31% | -14.2% |
| Q2 2020 | $348,000 | +9.1% | 6,428 | +1.0% | 0.36% | -30.4% |
| Q1 2020 | $319,000 | – | 6,366 | – | 0.52% | – |
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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% |