SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,196,968 | +15.2% | 73,445 | +18.2% | 0.00% | 0.0% |
| Q2 2023 | $4,510,719 | -3.4% | 62,114 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $4,669,510 | +0.8% | 63,826 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $4,630,753 | +21.2% | 61,302 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $3,821,000 | -9.5% | 57,520 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $4,224,000 | +1.1% | 58,974 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $4,180,000 | +8.4% | 52,994 | +11.1% | 0.00% | 0.0% |
| Q4 2021 | $3,855,000 | +19.1% | 47,692 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $3,238,000 | -3.1% | 43,614 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $3,340,000 | +115.8% | 44,179 | +108.1% | 0.00% | – |
| Q1 2021 | $1,548,000 | -3.6% | 21,227 | -15.2% | 0.00% | – |
| Q4 2020 | $1,605,000 | +32.8% | 25,024 | +14.4% | 0.00% | – |
| Q3 2020 | $1,209,000 | +123.1% | 21,868 | +108.9% | 0.00% | – |
| Q2 2020 | $542,000 | +12.7% | 10,466 | -2.2% | 0.00% | – |
| Q1 2020 | $481,000 | +4.8% | 10,697 | +35.0% | 0.00% | – |
| Q4 2019 | $459,000 | – | 7,921 | – | 0.00% | – |
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% |