SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,516,000 | -19.8% | 44,574 | -17.8% | 0.00% | 0.0% |
| Q4 2021 | $4,383,000 | +38.6% | 54,227 | +27.3% | 0.00% | 0.0% |
| Q3 2021 | $3,163,000 | -5.2% | 42,606 | -3.5% | 0.00% | 0.0% |
| Q2 2021 | $3,338,000 | +8.7% | 44,143 | +4.8% | 0.00% | 0.0% |
| Q1 2021 | $3,071,000 | +21.7% | 42,110 | +7.0% | 0.00% | 0.0% |
| Q4 2020 | $2,524,000 | +64.2% | 39,345 | +41.6% | 0.00% | +100.0% |
| Q3 2020 | $1,537,000 | +25.6% | 27,794 | +17.5% | 0.00% | 0.0% |
| Q2 2020 | $1,224,000 | -3.5% | 23,649 | -16.1% | 0.00% | 0.0% |
| Q1 2020 | $1,268,000 | -7.0% | 28,201 | +19.9% | 0.00% | 0.0% |
| Q4 2019 | $1,363,000 | +7.2% | 23,526 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $1,271,000 | +3.0% | 23,200 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $1,234,000 | +2.1% | 23,259 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $1,209,000 | +11.3% | 23,126 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,086,000 | – | 23,126 | – | 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% |