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 | $19,040,808 | +5.2% | 269,090 | +7.9% | 6.57% | +6.0% |
| Q2 2023 | $18,104,892 | +4.0% | 249,310 | +4.7% | 6.20% | -1.0% |
| Q1 2023 | $17,415,006 | +6.2% | 238,040 | +9.7% | 6.26% | +4.2% |
| Q4 2022 | $16,391,425 | +108.6% | 216,990 | +83.5% | 6.01% | +93.2% |
| Q3 2022 | $7,857,340 | +744.4% | 118,280 | +810.5% | 3.11% | +756.7% |
| Q2 2022 | $930,474 | +3831.5% | 12,990 | +4230.0% | 0.36% | +3933.3% |
| Q1 2022 | $23,667 | – | 300 | – | 0.01% | – |
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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% |