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 | $1,935,663 | -20.4% | 27,355 | -18.4% | 0.58% | -21.7% |
| Q2 2023 | $2,433,078 | -1.5% | 33,504 | -0.8% | 0.74% | -10.3% |
| Q1 2023 | $2,470,028 | -12.6% | 33,762 | -9.8% | 0.82% | -18.8% |
| Q4 2022 | $2,826,295 | +0.9% | 37,415 | -11.3% | 1.02% | -35.4% |
| Q3 2022 | $2,802,000 | -12.7% | 42,182 | -5.8% | 1.57% | -11.6% |
| Q2 2022 | $3,209,000 | -8.8% | 44,797 | +0.5% | 1.78% | +12.1% |
| Q1 2022 | $3,517,000 | +108.2% | 44,583 | +113.4% | 1.58% | +131.7% |
| Q4 2021 | $1,689,000 | – | 20,892 | – | 0.68% | – |
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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% |