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 | $4,447,496 | -4.7% | 62,853 | -2.2% | 3.75% | +0.2% |
| Q2 2023 | $4,666,725 | +0.2% | 64,262 | +0.9% | 3.74% | -3.4% |
| Q1 2023 | $4,658,774 | -2.6% | 63,679 | +0.6% | 3.87% | -5.2% |
| Q4 2022 | $4,781,776 | +21.7% | 63,301 | +7.0% | 4.09% | +14.0% |
| Q3 2022 | $3,929,000 | -7.0% | 59,150 | +0.3% | 3.58% | -1.3% |
| Q2 2022 | $4,224,000 | -4.4% | 58,980 | +5.7% | 3.63% | +1.1% |
| Q1 2022 | $4,420,000 | +3.5% | 55,789 | +5.5% | 3.60% | +3.7% |
| Q4 2021 | $4,272,000 | – | 52,856 | – | 3.47% | – |
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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% |