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 | $1,449,384 | +117.6% | 20,483 | +132.3% | 2.12% | +721.3% |
| Q4 2022 | $666,163 | +11.6% | 8,819 | -1.9% | 0.26% | -24.6% |
| Q3 2022 | $597,000 | +2.9% | 8,990 | +10.9% | 0.34% | +6.2% |
| Q2 2022 | $580,000 | -7.9% | 8,105 | +1.4% | 0.32% | +72.2% |
| Q1 2022 | $630,000 | -1.6% | 7,997 | +0.9% | 0.19% | +9.4% |
| Q4 2021 | $640,000 | +40.0% | 7,923 | +28.7% | 0.17% | +71.0% |
| Q3 2021 | $457,000 | -0.4% | 6,158 | +1.8% | 0.10% | +14.9% |
| Q2 2021 | $459,000 | +1.3% | 6,050 | -2.6% | 0.09% | -1.1% |
| Q1 2021 | $453,000 | +70.9% | 6,213 | +50.4% | 0.09% | +87.2% |
| Q4 2020 | $265,000 | -77.7% | 4,132 | -83.7% | 0.05% | -89.2% |
| Q4 2018 | $1,187,000 | -2.0% | 25,274 | +10.6% | 0.44% | +22.8% |
| Q3 2018 | $1,211,000 | -0.7% | 22,845 | -2.7% | 0.36% | +0.3% |
| Q2 2018 | $1,220,000 | +9.8% | 23,485 | +3.6% | 0.36% | +10.2% |
| Q1 2018 | $1,111,000 | 0.0% | 22,669 | +9.6% | 0.32% | +15.0% |
| Q4 2017 | $1,111,000 | – | 20,691 | – | 0.28% | – |
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% |