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 | $6,422,446 | +1.2% | 90,764 | +3.9% | 0.24% | +4.3% |
| Q2 2023 | $6,346,589 | +9.2% | 87,395 | +10.0% | 0.23% | +3.5% |
| Q1 2023 | $5,814,379 | +160918.5% | 79,475 | +66.2% | 0.23% | +11.3% |
| Q4 2022 | $3,611 | -99.8% | 47,808 | +38.4% | 0.20% | +46.0% |
| Q3 2022 | $2,295,000 | +0.9% | 34,545 | +8.8% | 0.14% | +47.9% |
| Q2 2022 | $2,275,000 | +9.1% | 31,764 | +20.1% | 0.09% | +67.9% |
| Q1 2022 | $2,086,000 | -69.9% | 26,437 | -69.2% | 0.06% | -63.6% |
| Q4 2021 | $6,936,000 | +561.8% | 85,807 | +507.7% | 0.15% | +450.0% |
| Q3 2021 | $1,048,000 | -6.3% | 14,120 | -4.5% | 0.03% | -6.7% |
| Q2 2021 | $1,118,000 | -79.5% | 14,787 | -80.1% | 0.03% | -79.3% |
| Q1 2021 | $5,465,000 | – | 74,360 | – | 0.14% | – |
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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% |