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 | $12,053,213 | -3.2% | 170,339 | -0.7% | 9.90% | -0.7% |
Q2 2023 | $12,455,412 | -3.1% | 171,515 | -2.4% | 9.96% | -14.2% |
Q1 2023 | $12,855,245 | -3.5% | 175,714 | -0.4% | 11.61% | -16.5% |
Q4 2022 | $13,325,665 | +15.7% | 176,405 | +1.8% | 13.90% | +2.8% |
Q3 2022 | $11,515,000 | -6.6% | 173,338 | +0.7% | 13.52% | -2.0% |
Q2 2022 | $12,329,000 | -9.3% | 172,120 | -0.1% | 13.79% | +7.3% |
Q1 2022 | $13,598,000 | -0.7% | 172,362 | +1.8% | 12.86% | +2.3% |
Q4 2021 | $13,690,000 | – | 169,370 | – | 12.57% | – |
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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% |