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 | $313,028 | -0.0% | 4,424 | +2.6% | 0.20% | -0.5% |
| Q2 2023 | $313,088 | -84.6% | 4,311 | -84.5% | 0.20% | -85.7% |
| Q1 2023 | $2,030,559 | -14.1% | 27,755 | -11.3% | 1.42% | -27.7% |
| Q4 2022 | $2,364,968 | +13.0% | 31,307 | -0.7% | 1.97% | -7.4% |
| Q3 2022 | $2,093,000 | -4.5% | 31,514 | +3.0% | 2.12% | +3.2% |
| Q2 2022 | $2,192,000 | -21.6% | 30,598 | -13.6% | 2.06% | -3.7% |
| Q1 2022 | $2,795,000 | -3.5% | 35,430 | -1.1% | 2.14% | -1.8% |
| Q4 2021 | $2,895,000 | – | 35,811 | – | 2.18% | – |
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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% |