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 | $13,999,181 | -5.8% | 197,840 | -3.3% | 3.63% | -4.0% |
| Q2 2023 | $14,862,276 | -5.2% | 204,658 | -4.5% | 3.78% | -32.6% |
| Q1 2023 | $15,676,494 | +35.0% | 214,277 | +39.4% | 5.61% | +23.0% |
| Q4 2022 | $11,614,407 | +38.6% | 153,752 | +21.9% | 4.56% | +8.1% |
| Q3 2022 | $8,381,000 | -22.3% | 126,159 | -16.3% | 4.22% | -5.7% |
| Q2 2022 | $10,792,000 | +29.1% | 150,662 | +42.2% | 4.48% | +31.6% |
| Q1 2022 | $8,359,000 | +18.4% | 105,968 | +21.4% | 3.40% | +14.1% |
| Q4 2021 | $7,060,000 | +39.7% | 87,301 | +23.7% | 2.98% | +11.1% |
| Q3 2021 | $5,053,000 | +59.0% | 70,549 | +67.9% | 2.69% | +51.7% |
| Q2 2021 | $3,178,000 | – | 42,018 | – | 1.77% | – |
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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% |