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 | $7,621,559 | -4.4% | 107,710 | -1.9% | 0.73% | -35.8% |
| Q2 2023 | $7,972,297 | +2.9% | 109,781 | +3.7% | 1.14% | +0.5% |
| Q1 2023 | $7,744,059 | -1.5% | 105,851 | +1.7% | 1.13% | -1.1% |
| Q4 2022 | $7,859,257 | +10.2% | 104,041 | -3.1% | 1.14% | -1.7% |
| Q3 2022 | $7,133,000 | -12.2% | 107,385 | -5.3% | 1.16% | -6.1% |
| Q2 2022 | $8,120,000 | -16.2% | 113,357 | -7.7% | 1.24% | -4.2% |
| Q1 2022 | $9,690,000 | +9.7% | 122,827 | +12.4% | 1.30% | +14.2% |
| Q4 2021 | $8,831,000 | +8.1% | 109,246 | -0.8% | 1.14% | 0.0% |
| Q3 2021 | $8,173,000 | -0.6% | 110,093 | +1.3% | 1.14% | +0.4% |
| Q2 2021 | $8,221,000 | +1.5% | 108,716 | -2.1% | 1.13% | -3.0% |
| Q1 2021 | $8,101,000 | +5.6% | 111,090 | -7.1% | 1.16% | -0.2% |
| Q4 2020 | $7,670,000 | +16.4% | 119,588 | +0.4% | 1.17% | +6.5% |
| Q3 2020 | $6,587,000 | +16.1% | 119,119 | +8.6% | 1.10% | +8.4% |
| Q2 2020 | $5,673,000 | +24.5% | 109,636 | +8.3% | 1.01% | +8.6% |
| Q1 2020 | $4,555,000 | -16.5% | 101,267 | +7.5% | 0.93% | +8.5% |
| Q4 2019 | $5,455,000 | +10.4% | 94,178 | +4.4% | 0.86% | -0.8% |
| Q3 2019 | $4,943,000 | -23.8% | 90,235 | -26.2% | 0.86% | -25.5% |
| Q2 2019 | $6,491,000 | -28.1% | 122,309 | -29.2% | 1.16% | -29.4% |
| Q1 2019 | $9,029,000 | – | 172,703 | – | 1.64% | – |
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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% |