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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,357,747 | -32.8% | 372,495 | -31.0% | 13.10% | -33.1% |
| Q2 2023 | $39,229,615 | +0.2% | 540,204 | +0.9% | 19.57% | -17.7% |
| Q1 2023 | $39,166,792 | +10.2% | 535,358 | +13.8% | 23.79% | -2.4% |
| Q4 2022 | $35,541,192 | +19.9% | 470,495 | +5.4% | 24.38% | +67.8% |
| Q3 2022 | $29,647,000 | -0.1% | 446,282 | +7.7% | 14.53% | +3.7% |
| Q2 2022 | $29,681,000 | -9.1% | 414,362 | +0.1% | 14.02% | +15.1% |
| Q1 2022 | $32,649,000 | +89.1% | 413,862 | +93.7% | 12.17% | +28.7% |
| Q4 2021 | $17,269,000 | +12.8% | 213,645 | +3.6% | 9.46% | +22.6% |
| Q3 2021 | $15,303,000 | +0.7% | 206,129 | +2.6% | 7.71% | +5.2% |
| Q2 2021 | $15,195,000 | +63.7% | 200,935 | +57.9% | 7.33% | +51.3% |
| Q1 2021 | $9,280,000 | +21481.4% | 127,258 | +13197.6% | 4.84% | +7841.0% |
| Q1 2020 | $43,000 | -99.8% | 957 | -99.8% | 0.06% | -99.7% |
| Q4 2019 | $25,475,000 | – | 439,838 | – | 20.12% | – |
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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% |