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 | $4,152,311 | +7.3% | 58,682 | +10.1% | 1.56% | +2.3% |
| Q2 2023 | $3,871,116 | +8.5% | 53,306 | +9.3% | 1.52% | +0.5% |
| Q1 2023 | $3,566,751 | +2.1% | 48,753 | +5.4% | 1.51% | +6.2% |
| Q4 2022 | $3,493,428 | +30.3% | 46,246 | +23.6% | 1.43% | +9.5% |
| Q2 2022 | $2,681,000 | -0.3% | 37,429 | +9.9% | 1.30% | +11.1% |
| Q1 2022 | $2,688,000 | +29.5% | 34,069 | +32.7% | 1.17% | +11.6% |
| Q4 2021 | $2,076,000 | – | 25,682 | – | 1.05% | – |
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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% |