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 | $1,898,774 | -10.4% | 26,834 | -8.0% | 1.22% | -5.7% |
| Q2 2023 | $2,118,440 | -5.4% | 29,172 | -4.7% | 1.29% | -10.7% |
| Q1 2023 | $2,238,328 | +5.0% | 30,595 | +8.4% | 1.44% | +1.8% |
| Q4 2022 | $2,131,132 | +30.0% | 28,212 | +14.4% | 1.42% | +23.7% |
| Q3 2022 | $1,639,000 | +13.8% | 24,667 | +22.7% | 1.15% | +17.3% |
| Q2 2022 | $1,440,000 | +5042.9% | 20,107 | +5579.9% | 0.98% | +6420.0% |
| Q4 2021 | $28,000 | 0.0% | 354 | 0.0% | 0.02% | +7.1% |
| Q3 2021 | $28,000 | -39.1% | 354 | -41.4% | 0.01% | -41.7% |
| Q2 2021 | $46,000 | +76.9% | 604 | +70.6% | 0.02% | +60.0% |
| Q1 2021 | $26,000 | – | 354 | – | 0.02% | – |
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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% |