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 | $750,224 | +6.3% | 10,602 | +9.1% | 0.70% | +8.8% |
| Q2 2023 | $706,047 | +209.2% | 9,722 | +211.5% | 0.64% | +193.2% |
| Q1 2023 | $228,323 | +8.0% | 3,121 | +11.6% | 0.22% | +5.8% |
| Q4 2022 | $211,322 | -8.5% | 2,797 | -19.6% | 0.21% | -20.3% |
| Q3 2022 | $231,000 | -12.8% | 3,477 | -6.2% | 0.26% | -8.4% |
| Q2 2022 | $265,000 | -14.0% | 3,706 | -5.2% | 0.28% | -6.9% |
| Q1 2022 | $308,000 | -5.8% | 3,908 | -3.3% | 0.31% | -2.9% |
| Q4 2021 | $327,000 | – | 4,043 | – | 0.32% | – |
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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% |