SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,397,088 | -6.4% | 19,744 | -4.0% | 1.41% | -13.3% |
| Q2 2023 | $1,493,318 | -35.8% | 20,563 | -35.3% | 1.62% | -40.2% |
| Q1 2023 | $2,326,287 | +3.5% | 31,797 | +6.9% | 2.72% | +10.3% |
| Q4 2022 | $2,246,862 | -8.5% | 29,744 | -19.6% | 2.46% | -2.1% |
| Q3 2022 | $2,456,000 | -14.5% | 36,975 | -7.8% | 2.52% | -0.7% |
| Q2 2022 | $2,872,000 | +2.4% | 40,097 | +12.8% | 2.54% | +20.3% |
| Q1 2022 | $2,804,000 | +2.3% | 35,549 | +4.8% | 2.11% | +5.9% |
| Q4 2021 | $2,742,000 | +10.6% | 33,926 | +1.6% | 1.99% | -0.9% |
| Q3 2021 | $2,480,000 | +7.2% | 33,401 | +9.2% | 2.01% | +7.1% |
| Q2 2021 | $2,313,000 | +3.2% | 30,585 | -0.5% | 1.88% | -26.5% |
| Q1 2021 | $2,241,000 | +3.2% | 30,726 | -9.2% | 2.55% | +0.9% |
| Q4 2020 | $2,171,000 | +11.0% | 33,841 | -4.3% | 2.53% | +3.1% |
| Q3 2020 | $1,956,000 | -2.4% | 35,376 | +0.6% | 2.45% | -2.5% |
| Q2 2020 | $2,004,000 | +16.0% | 35,176 | -8.4% | 2.51% | +16.7% |
| Q1 2020 | $1,727,000 | -29.0% | 38,402 | -8.6% | 2.15% | -16.7% |
| Q4 2019 | $2,434,000 | – | 42,017 | – | 2.58% | – |
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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% |