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 | $999,175 | +0.7% | 14,121 | +3.4% | 0.12% | 0.0% |
| Q2 2023 | $992,123 | +4.9% | 13,662 | +5.7% | 0.12% | -5.6% |
| Q1 2023 | $945,488 | +1.2% | 12,924 | +4.5% | 0.12% | -10.1% |
| Q4 2022 | $934,437 | +37.8% | 12,370 | +21.2% | 0.14% | +24.3% |
| Q3 2022 | $678,000 | +758.2% | 10,206 | +827.8% | 0.11% | +753.8% |
| Q2 2022 | $79,000 | +27.4% | 1,100 | +40.1% | 0.01% | +44.4% |
| Q1 2022 | $62,000 | +342.9% | 785 | +206.6% | 0.01% | +200.0% |
| Q3 2020 | $14,000 | -50.0% | 256 | -52.5% | 0.00% | -62.5% |
| Q2 2020 | $28,000 | +16.7% | 539 | +0.9% | 0.01% | -33.3% |
| Q1 2020 | $24,000 | -82.9% | 534 | -77.8% | 0.01% | -81.0% |
| Q4 2019 | $140,000 | +70.7% | 2,405 | +55.9% | 0.06% | +43.2% |
| Q3 2019 | $82,000 | +412.5% | 1,543 | +405.9% | 0.04% | +388.9% |
| Q2 2019 | $16,000 | 0.0% | 305 | +0.7% | 0.01% | -10.0% |
| Q1 2019 | $16,000 | +14.3% | 303 | +1.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 300 | +0.7% | 0.01% | +11.1% |
| Q3 2018 | $16,000 | – | 298 | – | 0.01% | – |
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% |