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 | $4,108,139 | +5.6% | 58,057 | +8.4% | 0.43% | +8.8% |
| Q2 2023 | $3,890,351 | +80.9% | 53,571 | -75.5% | 0.40% | +230.0% |
| Q1 2023 | $2,150,876 | -62.5% | 218,741 | +188.4% | 0.12% | -53.1% |
| Q4 2022 | $5,729,397 | +1050.5% | 75,846 | +912.4% | 0.26% | +782.8% |
| Q3 2022 | $498,000 | -8.6% | 7,492 | -0.8% | 0.03% | -39.6% |
| Q2 2022 | $545,000 | -57.5% | 7,554 | -53.5% | 0.05% | -33.3% |
| Q1 2022 | $1,281,000 | -93.0% | 16,236 | -92.8% | 0.07% | -95.3% |
| Q4 2021 | $18,245,000 | +146.6% | 225,720 | +122.5% | 1.54% | +160.6% |
| Q1 2021 | $7,398,000 | – | 101,451 | – | 0.59% | – |
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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% |