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 | $21,900,163 | -1.3% | 309,501 | +1.3% | 14.15% | +2.3% |
| Q2 2023 | $22,183,176 | -1.8% | 305,471 | -1.1% | 13.83% | -5.3% |
| Q1 2023 | $22,599,237 | -3.7% | 308,903 | -0.6% | 14.60% | -8.4% |
| Q4 2022 | $23,465,745 | +13.6% | 310,641 | -0.1% | 15.94% | +4.0% |
| Q3 2022 | $20,659,000 | -7.9% | 310,968 | -0.7% | 15.34% | -3.6% |
| Q2 2022 | $22,436,000 | -9.0% | 313,037 | +0.1% | 15.91% | +0.2% |
| Q1 2022 | $24,649,000 | -2.7% | 312,632 | -0.2% | 15.89% | -5.0% |
| Q4 2021 | $25,327,000 | – | 313,288 | – | 16.72% | – |
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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% |