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 | $1,491,297 | -2.1% | 21,075 | +0.4% | 1.07% | +0.9% |
| Q2 2023 | $1,523,667 | +7.9% | 20,981 | +8.7% | 1.06% | +3.8% |
| Q1 2023 | $1,412,111 | +5.0% | 19,302 | +8.4% | 1.02% | +1.1% |
| Q4 2022 | $1,345,166 | +1.7% | 17,807 | -10.6% | 1.01% | -7.8% |
| Q3 2022 | $1,323,000 | +5.3% | 19,910 | +13.5% | 1.09% | -5.4% |
| Q2 2022 | $1,257,000 | -66.8% | 17,547 | -63.4% | 1.16% | +35.6% |
| Q1 2022 | $3,783,000 | +56.8% | 47,955 | +60.7% | 0.85% | +26.4% |
| Q4 2021 | $2,413,000 | +11.1% | 29,850 | +2.1% | 0.67% | -2.0% |
| Q3 2021 | $2,172,000 | +101.3% | 29,250 | +104.9% | 0.69% | -14.0% |
| Q2 2021 | $1,079,000 | +21.1% | 14,272 | +16.8% | 0.80% | +9.6% |
| Q1 2021 | $891,000 | +30.1% | 12,214 | +14.3% | 0.73% | +20.3% |
| Q4 2020 | $685,000 | – | 10,687 | – | 0.61% | – |
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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% |