SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,450 | +3.7% | 175,951 | +6.4% | 1.22% | -22.4% |
| Q2 2023 | $12,008 | -2.0% | 165,356 | -1.3% | 1.57% | -13.0% |
| Q1 2023 | $12,252 | +8.4% | 167,477 | +12.0% | 1.81% | -2.0% |
| Q4 2022 | $11,300 | -99.9% | 149,594 | +31.6% | 1.85% | +28.4% |
| Q3 2022 | $7,551,000 | -0.1% | 113,677 | +7.7% | 1.44% | +3.3% |
| Q2 2022 | $7,559,000 | +11.5% | 105,532 | +22.8% | 1.39% | +25.5% |
| Q1 2022 | $6,782,000 | +20.2% | 85,969 | +23.2% | 1.11% | -6.2% |
| Q4 2021 | $5,640,000 | +48.7% | 69,778 | +36.6% | 1.18% | +28.1% |
| Q3 2021 | $3,792,000 | +22.4% | 51,090 | +24.7% | 0.92% | +18.9% |
| Q2 2021 | $3,097,000 | +14.8% | 40,957 | +10.7% | 0.78% | +3.5% |
| Q1 2021 | $2,698,000 | +14.0% | 37,003 | +0.2% | 0.75% | +2.2% |
| Q4 2020 | $2,367,000 | +44.5% | 36,913 | +24.6% | 0.73% | +19.2% |
| Q3 2020 | $1,638,000 | +4.3% | 29,637 | -2.4% | 0.62% | -5.8% |
| Q2 2020 | $1,571,000 | +15.4% | 30,358 | +0.3% | 0.65% | +34.8% |
| Q1 2020 | $1,361,000 | +112.7% | 30,254 | +173.6% | 0.48% | +127.7% |
| Q4 2019 | $640,000 | +17.2% | 11,058 | +11.0% | 0.21% | +2.9% |
| Q3 2019 | $546,000 | +62.0% | 9,958 | +54.7% | 0.21% | +48.9% |
| Q1 2019 | $337,000 | – | 6,439 | – | 0.14% | – |
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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% |