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 | $246 | -53.9% | 3,490 | -51.9% | 0.18% | -51.2% |
| Q2 2023 | $534 | -8.6% | 7,250 | -8.2% | 0.38% | -13.5% |
| Q1 2023 | $584 | +329.4% | 7,900 | +340.6% | 0.44% | +305.6% |
| Q4 2022 | $136 | -99.9% | 1,793 | 0.0% | 0.11% | +8.0% |
| Q3 2022 | $119,000 | -7.8% | 1,793 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $129,000 | -5.8% | 1,793 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $137,000 | -4.9% | 1,793 | 0.0% | 0.10% | +8.8% |
| Q4 2021 | $144,000 | +5.9% | 1,793 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $136,000 | -8.1% | 1,793 | -10.1% | 0.09% | -9.0% |
| Q2 2021 | $148,000 | -99.9% | 1,995 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $148,767,000 | +112602.3% | 1,995 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $132,000 | +9.1% | 1,995 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $121,000 | +14.2% | 1,995 | 0.0% | 0.10% | +7.4% |
| Q2 2020 | $106,000 | -9.4% | 1,995 | -25.7% | 0.10% | -28.6% |
| Q1 2020 | $117,000 | -24.5% | 2,686 | 0.0% | 0.13% | -0.7% |
| Q4 2019 | $155,000 | – | 2,686 | – | 0.13% | – |
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% |