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 | $13,303,320 | +0.0% | 188,006 | +2.7% | 3.57% | +13.1% |
| Q2 2023 | $13,300,011 | -5.8% | 183,145 | -5.1% | 3.16% | -6.0% |
| Q1 2023 | $14,114,156 | +4.3% | 192,922 | +7.7% | 3.36% | +0.4% |
| Q4 2022 | $13,532,954 | +23.3% | 179,150 | +8.4% | 3.34% | +11.3% |
| Q3 2022 | $10,976,000 | -5.7% | 165,228 | +1.7% | 3.00% | -1.3% |
| Q2 2022 | $11,641,000 | -7.3% | 162,521 | +2.1% | 3.04% | +14.4% |
| Q1 2022 | $12,560,000 | -6.5% | 159,205 | -4.2% | 2.66% | -11.4% |
| Q4 2021 | $13,429,000 | +15.2% | 166,142 | +5.8% | 3.00% | +14.9% |
| Q3 2021 | $11,658,000 | -38.0% | 157,027 | -48.0% | 2.61% | -3.4% |
| Q2 2021 | $18,800,000 | +72.1% | 301,989 | +101.5% | 2.71% | -0.1% |
| Q1 2021 | $10,927,000 | +11.6% | 149,848 | -1.8% | 2.71% | +1.6% |
| Q4 2020 | $9,791,000 | +7925.4% | 152,645 | -1.9% | 2.67% | +6918.4% |
| Q3 2020 | $122,000 | -98.5% | 155,640 | +2.3% | 0.04% | -98.6% |
| Q2 2020 | $7,873,000 | +2149.4% | 152,141 | +6.9% | 2.70% | +1086.0% |
| Q1 2020 | $350,000 | -96.3% | 142,333 | -12.1% | 0.23% | -93.5% |
| Q4 2019 | $9,383,000 | +6.4% | 162,007 | +0.6% | 3.49% | -1.7% |
| Q3 2019 | $8,819,000 | +3.3% | 160,998 | +0.1% | 3.55% | +0.8% |
| Q2 2019 | $8,540,000 | +5.7% | 160,911 | +4.1% | 3.53% | +4.9% |
| Q1 2019 | $8,079,000 | +23.0% | 154,532 | +10.5% | 3.36% | +11.1% |
| Q4 2018 | $6,566,000 | – | 139,794 | – | 3.02% | – |
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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% |