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 | $17,967,325 | +1.6% | 253,919 | +4.3% | 0.90% | +2.9% |
| Q2 2023 | $17,682,606 | +5.5% | 243,495 | +6.3% | 0.88% | -4.3% |
| Q1 2023 | $16,762,657 | +13.8% | 229,123 | +17.5% | 0.92% | +1.8% |
| Q4 2022 | $14,725,137 | +122.0% | 194,932 | +110.5% | 0.90% | +100.7% |
| Q3 2022 | $6,632,000 | 0.0% | 92,588 | 0.0% | 0.45% | 0.0% |
| Q2 2022 | $6,632,000 | +56.0% | 92,588 | +76.0% | 0.45% | +77.1% |
| Q4 2021 | $4,252,000 | -92.2% | 52,601 | -92.9% | 0.25% | -85.5% |
| Q3 2021 | $54,770,000 | +1.0% | 737,739 | +2.8% | 1.75% | +1.1% |
| Q2 2021 | $54,244,000 | +14.1% | 717,329 | +10.0% | 1.73% | +1.1% |
| Q1 2021 | $47,532,000 | – | 651,838 | – | 1.71% | – |
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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% |