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 | $727,059 | +7.6% | 10,275 | +10.4% | 0.22% | +13.0% |
| Q2 2023 | $675,729 | +8.9% | 9,305 | +9.7% | 0.19% | +3.8% |
| Q1 2023 | $620,397 | +96685.8% | 8,480 | 0.0% | 0.19% | -3.6% |
| Q4 2022 | $641 | -99.8% | 8,480 | +44.2% | 0.19% | +58.2% |
| Q3 2022 | $391,000 | -10.3% | 5,880 | -3.3% | 0.12% | -3.2% |
| Q2 2022 | $436,000 | -4.4% | 6,080 | +5.2% | 0.13% | +13.5% |
| Q1 2022 | $456,000 | -2.4% | 5,780 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $467,000 | +8.1% | 5,780 | +1.2% | 0.11% | -1.7% |
| Q3 2021 | $432,000 | 0.0% | 5,710 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $432,000 | – | 5,710 | – | 0.12% | – |
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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% |