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 | $16,045,850 | -39.9% | 226,765 | -38.4% | 0.32% | -38.6% |
| Q2 2023 | $26,716,511 | +8.6% | 367,894 | +9.4% | 0.53% | +2.1% |
| Q1 2023 | $24,595,681 | +23.1% | 336,191 | +27.1% | 0.52% | +14.4% |
| Q4 2022 | $19,985,836 | +156.1% | 264,573 | +125.2% | 0.45% | +135.4% |
| Q3 2022 | $7,805,000 | +9.7% | 117,505 | +18.3% | 0.19% | +15.0% |
| Q2 2022 | $7,113,000 | +7.8% | 99,301 | +18.7% | 0.17% | +22.8% |
| Q1 2022 | $6,598,000 | +54.6% | 83,638 | +58.5% | 0.14% | +58.1% |
| Q4 2021 | $4,267,000 | +19.7% | 52,782 | +9.9% | 0.09% | +10.3% |
| Q3 2021 | $3,566,000 | +115.1% | 48,030 | +119.1% | 0.08% | +116.7% |
| Q2 2021 | $1,658,000 | +27.8% | 21,922 | +23.3% | 0.04% | +12.5% |
| Q1 2021 | $1,297,000 | +67.8% | 17,781 | +22.1% | 0.03% | +6.7% |
| Q2 2019 | $773,000 | -11.8% | 14,558 | -13.1% | 0.03% | -16.7% |
| Q1 2019 | $876,000 | -5.6% | 16,755 | -4.3% | 0.04% | +16.1% |
| Q3 2018 | $928,000 | – | 17,513 | – | 0.03% | – |
Download | ||||||
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% |