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 | $7,727,988 | -13.8% | 109,214 | -11.5% | 0.09% | -2.1% |
| Q2 2023 | $8,964,009 | -37.6% | 123,437 | -37.1% | 0.10% | -46.3% |
| Q1 2023 | $14,367,939 | +33.2% | 196,391 | +37.5% | 0.18% | -53.2% |
| Q4 2022 | $10,789,893 | +26.2% | 142,837 | +11.0% | 0.38% | +11.5% |
| Q3 2022 | $8,550,000 | +6.1% | 128,709 | +14.4% | 0.34% | +5.0% |
| Q2 2022 | $8,057,000 | +34.8% | 112,480 | +48.5% | 0.32% | +53.8% |
| Q1 2022 | $5,977,000 | +273.3% | 75,759 | +282.5% | 0.21% | +288.9% |
| Q4 2021 | $1,601,000 | +80.9% | 19,807 | +66.1% | 0.05% | +63.6% |
| Q3 2021 | $885,000 | +16.1% | 11,927 | +18.3% | 0.03% | +10.0% |
| Q2 2021 | $762,000 | +69.0% | 10,078 | +63.0% | 0.03% | +50.0% |
| Q1 2021 | $451,000 | +750.9% | 6,184 | +509.3% | 0.02% | +566.7% |
| Q2 2020 | $53,000 | -20.9% | 1,015 | -31.4% | 0.00% | -40.0% |
| Q1 2020 | $67,000 | +97.1% | 1,480 | +153.0% | 0.01% | +66.7% |
| Q4 2019 | $34,000 | – | 585 | – | 0.00% | – |
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% |