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 | $6,279,164 | -59.0% | 88,738 | -57.9% | 1.89% | -57.5% |
| Q2 2023 | $15,314,600 | +149.2% | 210,887 | +151.0% | 4.44% | +136.0% |
| Q1 2023 | $6,146,201 | -4.3% | 84,010 | -1.2% | 1.88% | -11.0% |
| Q4 2022 | $6,421,819 | +88.7% | 85,012 | +65.9% | 2.12% | +35.7% |
| Q3 2022 | $3,403,000 | -9.9% | 51,238 | -2.8% | 1.56% | -14.9% |
| Q2 2022 | $3,777,000 | -6.4% | 52,730 | +3.1% | 1.83% | +6.5% |
| Q1 2022 | $4,036,000 | -0.3% | 51,162 | +2.2% | 1.72% | +5.1% |
| Q4 2021 | $4,047,000 | +15.3% | 50,077 | +5.9% | 1.64% | -25.8% |
| Q3 2021 | $3,511,000 | -30.1% | 47,305 | -28.8% | 2.21% | -18.2% |
| Q2 2021 | $5,022,000 | -25.8% | 66,420 | -28.5% | 2.70% | -35.2% |
| Q1 2021 | $6,772,000 | +17.9% | 92,879 | +3.7% | 4.16% | +2.3% |
| Q4 2020 | $5,743,000 | – | 89,548 | – | 4.07% | – |
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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% |