SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,329 | -99.9% | 83,781 | +1.6% | 4.21% | +64.9% |
| Q1 2022 | $6,505,000 | -7.7% | 82,457 | -5.4% | 2.55% | +23.6% |
| Q4 2021 | $7,044,000 | +10.8% | 87,149 | +1.8% | 2.06% | -6.8% |
| Q3 2021 | $6,355,000 | +1.5% | 85,602 | +3.4% | 2.22% | -20.0% |
| Q2 2021 | $6,263,000 | +25.1% | 82,817 | +6.1% | 2.77% | -14.3% |
| Q4 2020 | $5,007,000 | -41.1% | 78,061 | -3.8% | 3.23% | -3.5% |
| Q3 2020 | $8,508,000 | +163.3% | 81,173 | +30.0% | 3.35% | -19.3% |
| Q2 2020 | $3,231,000 | -36.5% | 62,434 | -29.0% | 4.15% | -14.6% |
| Q4 2019 | $5,092,000 | – | 87,929 | – | 4.86% | – |
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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% |