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 | $182,616 | +6.4% | 2,581 | +9.2% | 0.03% | +12.0% |
| Q2 2023 | $171,616 | +5.7% | 2,363 | +6.4% | 0.02% | 0.0% |
| Q1 2023 | $162,397 | -2.1% | 2,220 | +1.1% | 0.02% | -7.4% |
| Q4 2022 | $165,808 | +19.3% | 2,195 | +4.8% | 0.03% | +8.0% |
| Q3 2022 | $139,000 | +1.5% | 2,095 | +9.3% | 0.02% | +4.2% |
| Q2 2022 | $137,000 | +7.0% | 1,917 | +18.4% | 0.02% | +26.3% |
| Q1 2022 | $128,000 | +10.3% | 1,619 | +12.8% | 0.02% | +18.8% |
| Q4 2021 | $116,000 | +10.5% | 1,435 | +1.1% | 0.02% | 0.0% |
| Q3 2021 | $105,000 | +162.5% | 1,420 | +166.4% | 0.02% | +166.7% |
| Q2 2021 | $40,000 | +42.9% | 533 | +37.0% | 0.01% | +50.0% |
| Q1 2021 | $28,000 | +12.0% | 389 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 391 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +46.7% | 391 | +34.4% | 0.00% | +33.3% |
| Q2 2020 | $15,000 | +650.0% | 291 | +627.5% | 0.00% | +200.0% |
| Q1 2020 | $2,000 | -99.4% | 40 | -99.3% | 0.00% | -98.5% |
| Q4 2019 | $325,000 | +4.5% | 5,606 | -1.4% | 0.07% | -2.9% |
| Q3 2019 | $311,000 | -6.6% | 5,684 | -9.3% | 0.07% | -8.1% |
| Q2 2019 | $333,000 | -9.8% | 6,270 | -11.1% | 0.07% | -14.0% |
| Q1 2019 | $369,000 | +7.3% | 7,055 | -3.6% | 0.09% | -8.5% |
| Q4 2018 | $344,000 | -18.7% | 7,319 | -8.3% | 0.09% | 0.0% |
| Q3 2018 | $423,000 | -12.2% | 7,984 | -18.3% | 0.09% | -16.8% |
| Q2 2018 | $482,000 | -12.5% | 9,778 | -13.0% | 0.11% | -15.7% |
| Q1 2018 | $551,000 | -15.2% | 11,238 | -11.5% | 0.13% | -13.0% |
| Q4 2017 | $650,000 | +4.8% | 12,696 | -4.2% | 0.15% | -1.9% |
| Q3 2017 | $620,000 | +2.8% | 13,255 | -0.9% | 0.16% | 0.0% |
| Q2 2017 | $603,000 | -12.0% | 13,377 | -13.0% | 0.16% | -13.7% |
| Q1 2017 | $685,000 | -17.5% | 15,375 | -19.3% | 0.18% | -23.5% |
| Q4 2016 | $830,000 | -4.7% | 19,045 | -7.5% | 0.24% | -7.0% |
| Q3 2016 | $871,000 | +0.7% | 20,582 | -1.5% | 0.26% | -3.0% |
| Q2 2016 | $865,000 | -12.4% | 20,885 | -15.3% | 0.26% | -18.3% |
| Q1 2016 | $988,000 | +2.1% | 24,648 | -1.8% | 0.32% | +0.9% |
| Q4 2015 | $968,000 | +26.0% | 25,106 | +17.5% | 0.32% | +13.9% |
| Q3 2015 | $768,000 | -18.2% | 21,362 | -12.9% | 0.28% | -10.5% |
| Q2 2015 | $939,000 | -14.0% | 24,514 | -11.5% | 0.31% | -14.2% |
| Q1 2015 | $1,092,000 | +7.0% | 27,701 | +8.2% | 0.37% | +3.4% |
| Q4 2014 | $1,021,000 | +64.1% | 25,613 | +58.8% | 0.35% | +50.6% |
| Q3 2014 | $622,000 | +12.9% | 16,130 | +12.0% | 0.24% | +12.4% |
| Q2 2014 | $551,000 | +11.8% | 14,404 | +7.7% | 0.21% | +4.5% |
| Q1 2014 | $493,000 | +95.6% | 13,373 | +94.8% | 0.20% | +86.9% |
| Q4 2013 | $252,000 | – | 6,866 | – | 0.11% | – |
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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% |