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 | $228,098 | -37.2% | 3,224 | -35.5% | 0.12% | -32.4% |
| Q2 2023 | $362,988 | -2.3% | 4,998 | -1.6% | 0.17% | -9.1% |
| Q1 2023 | $371,514 | -2.8% | 5,078 | +0.3% | 0.19% | -16.1% |
| Q4 2022 | $382,316 | -10.9% | 5,061 | -21.6% | 0.22% | -20.6% |
| Q3 2022 | $429,000 | -15.2% | 6,455 | -8.7% | 0.28% | -12.5% |
| Q2 2022 | $506,000 | +10.5% | 7,068 | +21.7% | 0.32% | +25.4% |
| Q1 2022 | $458,000 | -2.3% | 5,808 | +0.0% | 0.26% | +8.5% |
| Q4 2021 | $469,000 | +8.8% | 5,806 | 0.0% | 0.24% | -2.9% |
| Q3 2021 | $431,000 | +85.8% | 5,806 | +89.5% | 0.24% | +82.7% |
| Q2 2021 | $232,000 | – | 3,064 | – | 0.13% | – |
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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% |