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 | $16,951,996 | +1.8% | 239,570 | +4.5% | 7.39% | +2.2% |
Q2 2023 | $16,648,525 | +7.2% | 229,255 | +8.0% | 7.24% | -1.9% |
Q1 2023 | $15,534,523 | +10.5% | 212,336 | +14.1% | 7.37% | +8.7% |
Q4 2022 | $14,054,410 | +30.9% | 186,053 | +15.1% | 6.78% | +24.5% |
Q3 2022 | $10,735,000 | +70.0% | 161,597 | +83.3% | 5.44% | +82.6% |
Q2 2022 | $6,315,000 | +42.5% | 88,163 | +56.9% | 2.98% | +63.6% |
Q1 2022 | $4,433,000 | +112.7% | 56,192 | +118.0% | 1.82% | +106.1% |
Q4 2021 | $2,084,000 | – | 25,777 | – | 0.88% | – |
Download |
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% |