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 | $8,084,716 | -4.5% | 114,255 | -2.0% | 4.10% | -6.8% |
| Q2 2023 | $8,463,433 | +1.1% | 116,544 | +1.8% | 4.40% | -3.1% |
| Q1 2023 | $8,374,050 | -2.6% | 114,468 | +0.7% | 4.54% | -7.8% |
| Q4 2022 | $8,595,429 | +7.9% | 113,646 | -5.2% | 4.93% | +6.0% |
| Q3 2022 | $7,966,000 | -7.6% | 119,912 | -0.3% | 4.65% | -3.4% |
| Q2 2022 | $8,620,000 | -9.0% | 120,281 | +0.7% | 4.82% | +6.0% |
| Q1 2022 | $9,470,000 | -1.4% | 119,425 | +0.5% | 4.54% | +0.9% |
| Q4 2021 | $9,601,000 | +10.9% | 118,775 | +1.9% | 4.50% | +0.6% |
| Q3 2021 | $8,658,000 | +0.5% | 116,601 | +2.6% | 4.48% | -1.5% |
| Q2 2021 | $8,616,000 | +5.6% | 113,633 | +1.6% | 4.55% | -3.8% |
| Q1 2021 | $8,158,000 | +17.4% | 111,875 | +3.3% | 4.73% | +8.2% |
| Q4 2020 | $6,949,000 | – | 108,344 | – | 4.37% | – |
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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% |