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 | $319,281 | -16.7% | 4,512 | -14.5% | 0.26% | -11.1% |
Q2 2023 | $383,250 | -64.1% | 5,277 | -62.7% | 0.30% | -61.9% |
Q1 2023 | $1,068,081 | 0.0% | 14,139 | 0.0% | 0.78% | -0.6% |
Q4 2022 | $1,068,081 | +54.6% | 14,139 | +35.9% | 0.78% | +96.7% |
Q3 2022 | $691,000 | -20.7% | 10,407 | -14.5% | 0.40% | -12.0% |
Q2 2022 | $871,000 | -6.8% | 12,165 | +2.7% | 0.45% | +34.2% |
Q1 2022 | $935,000 | +12.5% | 11,850 | +15.3% | 0.34% | +36.6% |
Q4 2021 | $831,000 | +13.7% | 10,277 | +4.4% | 0.25% | +10.8% |
Q3 2021 | $731,000 | – | 9,846 | – | 0.22% | – |
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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% |