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 2022 | $13,286,544 | -2.6% | 200,008 | +5.1% | 0.56% | +0.5% |
| Q2 2022 | $13,634,849 | -1.2% | 190,351 | +8.8% | 0.56% | +18.9% |
| Q1 2022 | $13,795,880 | +6.8% | 174,877 | +9.4% | 0.47% | +8.0% |
| Q4 2021 | $12,915,521 | +20.8% | 159,786 | +10.9% | 0.44% | +8.7% |
| Q3 2021 | $10,693,135 | +12.3% | 144,035 | +14.4% | 0.40% | +8.7% |
| Q2 2021 | $9,519,324 | -5.9% | 125,884 | -9.2% | 0.37% | -16.5% |
| Q1 2021 | $10,111,247 | +277.6% | 138,662 | +232.1% | 0.44% | +222.6% |
| Q4 2020 | $2,678,086 | -29.5% | 41,754 | -39.2% | 0.14% | -37.4% |
| Q3 2020 | $3,799,550 | +30.3% | 68,708 | +21.9% | 0.22% | +15.3% |
| Q2 2020 | $2,916,011 | +15.3% | 56,348 | +0.2% | 0.19% | -9.5% |
| Q1 2020 | $2,528,693 | -30.5% | 56,218 | -10.6% | 0.21% | -18.9% |
| Q4 2019 | $3,640,186 | +9.6% | 62,849 | +3.6% | 0.26% | -4.8% |
| Q3 2019 | $3,322,530 | +3.4% | 60,652 | +0.1% | 0.27% | +0.4% |
| Q2 2019 | $3,214,589 | +6.0% | 60,573 | +4.4% | 0.27% | -5.2% |
| Q1 2019 | $3,033,449 | +292.7% | 58,023 | +252.8% | 0.29% | +201.1% |
| Q4 2018 | $772,516 | -85.5% | 16,447 | -83.6% | 0.10% | -84.5% |
| Q3 2018 | $5,322,778 | +176.9% | 100,430 | +157.5% | 0.61% | +133.6% |
| Q2 2018 | $1,922,479 | +14.2% | 39,003 | +13.6% | 0.26% | +4.8% |
| Q1 2018 | $1,683,995 | +77.0% | 34,346 | +84.7% | 0.25% | +66.7% |
| Q4 2017 | $951,608 | – | 18,597 | – | 0.15% | – |
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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% |