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 | $1,760,129 | -73.4% | 24,875 | -72.7% | 0.84% | -72.6% |
| Q2 2023 | $6,616,519 | -6.3% | 91,112 | -5.6% | 3.08% | -16.6% |
| Q1 2023 | $7,062,020 | +3.5% | 96,528 | +6.9% | 3.69% | -6.3% |
| Q4 2022 | $6,820,733 | +20.0% | 90,293 | +5.5% | 3.94% | +11.2% |
| Q3 2022 | $5,684,000 | +427.3% | 85,569 | +468.4% | 3.54% | +378.9% |
| Q2 2022 | $1,078,000 | +311.5% | 15,055 | +353.3% | 0.74% | +376.8% |
| Q1 2022 | $262,000 | -10.9% | 3,321 | -8.8% | 0.16% | -6.1% |
| Q4 2021 | $294,000 | – | 3,642 | – | 0.16% | – |
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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% |