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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $412,554 | -14.6% | 5,681 | -14.0% | 0.10% | -11.9% |
| Q1 2023 | $483,149 | +86797.3% | 6,604 | -10.3% | 0.11% | -9.9% |
| Q4 2022 | $556 | -99.8% | 7,364 | +81.6% | 0.12% | +98.4% |
| Q3 2022 | $269,000 | -13.8% | 4,056 | -6.9% | 0.06% | -1.6% |
| Q2 2022 | $312,000 | -45.9% | 4,356 | -40.5% | 0.06% | -20.5% |
| Q1 2022 | $577,000 | -33.9% | 7,316 | -32.2% | 0.08% | -33.9% |
| Q4 2021 | $873,000 | -1.4% | 10,797 | -9.4% | 0.12% | -5.6% |
| Q3 2021 | $885,000 | +9.7% | 11,916 | +11.7% | 0.12% | +0.8% |
| Q2 2021 | $807,000 | +33.8% | 10,668 | +28.9% | 0.12% | +25.3% |
| Q1 2021 | $603,000 | +56.6% | 8,273 | +10.9% | 0.10% | -35.3% |
| Q2 2020 | $385,000 | – | 7,457 | – | 0.15% | – |
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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% |