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 | $595,799 | +3.0% | 8,420 | +5.7% | 0.16% | +3.3% |
| Q2 2023 | $578,564 | -1.2% | 7,967 | -0.4% | 0.15% | -6.7% |
| Q1 2023 | $585,353 | -4.7% | 8,001 | -1.6% | 0.16% | -10.9% |
| Q4 2022 | $614,065 | +16.3% | 8,129 | +2.2% | 0.18% | +8.2% |
| Q3 2022 | $528,000 | -5.7% | 7,951 | +1.8% | 0.17% | -2.9% |
| Q2 2022 | $560,000 | -99.9% | 7,811 | +1.3% | 0.18% | +1.2% |
| Q1 2022 | $609,000,000 | -14.0% | 7,714 | -12.0% | 0.17% | -62.5% |
| Q4 2021 | $708,000,000 | +107010.4% | 8,764 | -1.3% | 0.46% | +41.8% |
| Q3 2021 | $661,000 | -1.3% | 8,883 | +0.1% | 0.32% | +32.1% |
| Q2 2021 | $670,000 | +3.6% | 8,873 | +0.1% | 0.25% | -2.0% |
| Q1 2021 | $647,000 | +8.7% | 8,868 | -4.4% | 0.25% | -2.3% |
| Q4 2020 | $595,000 | +35.2% | 9,279 | +16.7% | 0.26% | +8.9% |
| Q3 2020 | $440,000 | – | 7,952 | – | 0.24% | – |
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% |