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 | $218,000 | -33.7% | 3,037 | -27.2% | 0.16% | -23.8% |
| Q1 2022 | $329,000 | -7.6% | 4,173 | -5.1% | 0.21% | -4.5% |
| Q4 2021 | $356,000 | -18.9% | 4,399 | -25.5% | 0.22% | -26.9% |
| Q3 2021 | $439,000 | -4.8% | 5,908 | -3.1% | 0.30% | -15.9% |
| Q2 2021 | $461,000 | +3.1% | 6,096 | -0.6% | 0.36% | -11.4% |
| Q1 2021 | $447,000 | +8.5% | 6,131 | -4.7% | 0.40% | +8.3% |
| Q4 2020 | $412,000 | -9.5% | 6,430 | -21.8% | 0.37% | -20.6% |
| Q3 2020 | $455,000 | +1.6% | 8,223 | -5.0% | 0.47% | -12.5% |
| Q2 2020 | $448,000 | +14.9% | 8,654 | -0.1% | 0.54% | +4.1% |
| Q1 2020 | $390,000 | -20.7% | 8,664 | +7567.3% | 0.52% | +36.9% |
| Q4 2019 | $492,000 | – | 113 | – | 0.38% | – |
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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% |