SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,031,105 | -8.9% | 56,969 | -6.5% | 0.99% | -18.4% |
| Q2 2023 | $4,423,806 | -4.9% | 60,917 | -4.2% | 1.21% | -21.4% |
| Q1 2023 | $4,649,908 | -14.4% | 63,558 | -11.6% | 1.54% | -25.3% |
| Q4 2022 | $5,430,561 | +28.1% | 71,889 | +12.7% | 2.06% | +30.5% |
| Q3 2022 | $4,238,000 | -5.4% | 63,798 | +2.0% | 1.58% | +0.1% |
| Q2 2022 | $4,482,000 | +1.2% | 62,574 | +11.4% | 1.58% | +21.0% |
| Q1 2022 | $4,430,000 | +5.9% | 56,159 | +8.5% | 1.30% | +7.5% |
| Q4 2021 | $4,184,000 | +32.0% | 51,757 | +23.5% | 1.21% | +4.8% |
| Q2 2021 | $3,170,000 | +12.4% | 41,918 | +8.3% | 1.16% | -4.5% |
| Q1 2021 | $2,821,000 | +23.0% | 38,692 | +8.2% | 1.21% | +15.6% |
| Q4 2020 | $2,293,000 | – | 35,746 | – | 1.05% | – |
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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% |