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 | $302,730 | +4.1% | 4,169 | +4.8% | 0.18% | -2.7% |
| Q1 2023 | $290,937 | -2.4% | 3,977 | +0.7% | 0.18% | -15.6% |
| Q4 2022 | $298,230 | +14.7% | 3,948 | +0.8% | 0.22% | +0.5% |
| Q3 2022 | $260,000 | -6.1% | 3,915 | +1.1% | 0.22% | -16.2% |
| Q2 2022 | $277,000 | -2.8% | 3,871 | +7.1% | 0.26% | +30.2% |
| Q1 2022 | $285,000 | -16.2% | 3,613 | -14.1% | 0.20% | -12.3% |
| Q4 2021 | $340,000 | +25.0% | 4,208 | +17.1% | 0.23% | +20.7% |
| Q2 2021 | $272,000 | +5.4% | 3,595 | +1.6% | 0.19% | -6.5% |
| Q1 2021 | $258,000 | +15.2% | 3,538 | +1.1% | 0.20% | +12.3% |
| Q4 2020 | $224,000 | +20.4% | 3,500 | +3.9% | 0.18% | -1.6% |
| Q3 2020 | $186,000 | – | 3,369 | – | 0.18% | – |
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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% |