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 | $99,891 | +72.5% | 1,427 | +78.8% | 0.00% | – |
Q2 2023 | $57,916 | -33.9% | 798 | -20.4% | 0.00% | – |
Q1 2023 | $87,613 | +50.9% | 1,002 | +30.3% | 0.00% | – |
Q4 2022 | $58,061 | +3.7% | 769 | -9.3% | 0.00% | – |
Q3 2022 | $56,000 | +55.6% | 848 | +70.3% | 0.00% | – |
Q2 2022 | $36,000 | -7.7% | 498 | 0.0% | 0.00% | – |
Q1 2022 | $39,000 | -2.5% | 498 | 0.0% | 0.00% | – |
Q4 2021 | $40,000 | – | 498 | – | 0.00% | – |
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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% |