SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,529,488 | -6.8% | 33,226 | -13.4% | 1.47% | -20.3% |
| Q3 2023 | $2,714,347 | -17.0% | 38,360 | -14.8% | 1.84% | -7.3% |
| Q2 2023 | $3,268,402 | -1.6% | 45,007 | -0.9% | 1.98% | -8.7% |
| Q1 2023 | $3,321,238 | -5.1% | 45,397 | -2.0% | 2.17% | -12.2% |
| Q4 2022 | $3,498,930 | +18.5% | 46,319 | +4.2% | 2.48% | +9.9% |
| Q3 2022 | $2,953,000 | -7.0% | 44,455 | +0.3% | 2.25% | +0.8% |
| Q2 2022 | $3,174,000 | -2.9% | 44,311 | +6.9% | 2.24% | +9.5% |
| Q1 2022 | $3,270,000 | +25.2% | 41,446 | +28.3% | 2.04% | +25.7% |
| Q4 2021 | $2,611,000 | – | 32,302 | – | 1.62% | – |
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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% |