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 | $3,106,180 | +13.2% | 43,897 | +16.1% | 1.07% | +15.3% |
| Q2 2023 | $2,744,653 | +74.1% | 37,795 | +75.4% | 0.93% | +49.4% |
| Q1 2023 | $1,576,416 | +40.9% | 21,548 | +45.4% | 0.62% | +43.9% |
| Q4 2022 | $1,119,141 | +65.0% | 14,815 | +45.1% | 0.43% | +29.4% |
| Q3 2022 | $678,265 | +22.9% | 10,210 | +32.5% | 0.33% | +32.1% |
| Q2 2022 | $552,068 | -12.5% | 7,707 | -3.6% | 0.25% | -3.8% |
| Q1 2022 | $630,979 | +51.8% | 7,998 | +55.5% | 0.26% | +53.2% |
| Q4 2021 | $415,780 | +9.7% | 5,144 | +0.7% | 0.17% | -1.7% |
| Q3 2021 | $379,061 | -1.8% | 5,106 | 0.0% | 0.17% | -4.4% |
| Q2 2021 | $386,107 | +3.7% | 5,106 | 0.0% | 0.18% | -13.7% |
| Q1 2021 | $372,321 | +13.0% | 5,106 | -0.6% | 0.21% | -5.0% |
| Q4 2020 | $329,544 | – | 5,138 | – | 0.22% | – |
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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% |