SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,612 | +41.2% | 4,149 | +45.0% | 0.10% | +37.8% |
| Q2 2023 | $207,871 | -1.9% | 2,862 | -1.2% | 0.07% | -10.8% |
| Q1 2023 | $211,915 | -3.2% | 2,897 | +0.1% | 0.08% | -16.2% |
| Q4 2022 | $219,000 | +0.5% | 2,893 | -5.1% | 0.10% | -16.1% |
| Q2 2022 | $218,000 | -0.9% | 3,047 | +9.2% | 0.12% | +20.4% |
| Q1 2022 | $220,000 | -1.8% | 2,791 | +0.6% | 0.10% | +1.0% |
| Q4 2021 | $224,000 | +7.7% | 2,774 | -1.2% | 0.10% | -4.0% |
| Q3 2021 | $208,000 | +2.5% | 2,807 | +0.8% | 0.10% | -6.5% |
| Q2 2021 | $203,000 | 0.0% | 2,785 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $203,000 | – | 2,785 | – | 0.11% | – |
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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% |