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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,774,000 | -6.0% | 38,721 | +3.5% | 1.82% | +8.9% |
| Q1 2022 | $2,951,000 | +3.6% | 37,401 | +6.2% | 1.67% | +6.6% |
| Q4 2021 | $2,848,000 | +17.3% | 35,234 | +7.7% | 1.56% | +5.8% |
| Q3 2021 | $2,428,000 | +3.8% | 32,708 | +5.8% | 1.48% | +3.9% |
| Q2 2021 | $2,338,000 | +14.7% | 30,923 | +10.6% | 1.42% | +5.6% |
| Q1 2021 | $2,039,000 | +24.5% | 27,957 | +9.5% | 1.35% | +11.4% |
| Q4 2020 | $1,638,000 | +19.2% | 25,543 | +2.8% | 1.21% | +4.2% |
| Q3 2020 | $1,374,000 | +9.8% | 24,845 | +2.8% | 1.16% | -0.6% |
| Q2 2020 | $1,251,000 | +27.0% | 24,173 | +10.3% | 1.17% | +0.5% |
| Q1 2020 | $985,000 | -20.6% | 21,909 | +1.8% | 1.16% | +8.5% |
| Q4 2019 | $1,240,000 | – | 21,515 | – | 1.07% | – |
Download | ||||||
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% |