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 | $733,067 | -10.1% | 10,360 | -7.7% | 0.76% | -5.4% |
| Q2 2023 | $815,259 | -6.2% | 11,226 | -5.5% | 0.80% | -11.8% |
| Q1 2023 | $868,689 | -20.9% | 11,874 | -18.3% | 0.91% | +8.0% |
| Q4 2022 | $1,098,403 | +9.7% | 14,541 | -3.5% | 0.84% | -6.8% |
| Q3 2022 | $1,001,000 | -9.0% | 15,071 | -1.9% | 0.90% | -4.2% |
| Q2 2022 | $1,100,000 | -15.6% | 15,363 | -7.0% | 0.94% | -5.0% |
| Q1 2022 | $1,303,000 | -3.7% | 16,518 | -1.3% | 0.99% | +26.2% |
| Q4 2021 | $1,353,000 | +5.1% | 16,740 | -3.4% | 0.79% | -12.7% |
| Q3 2021 | $1,287,000 | -7.7% | 17,337 | -5.9% | 0.90% | -16.8% |
| Q2 2021 | $1,394,000 | +1.8% | 18,429 | -1.9% | 1.08% | -4.9% |
| Q1 2021 | $1,370,000 | +2040.6% | 18,790 | -10.9% | 1.14% | +6594.1% |
| Q4 2020 | $64,000 | -94.5% | 21,083 | -0.5% | 0.02% | -98.5% |
| Q3 2020 | $1,171,000 | +2.3% | 21,182 | -4.2% | 1.11% | +313.4% |
| Q2 2020 | $1,145,000 | – | 22,117 | – | 0.27% | – |
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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% |