SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,706,868 | +9.0% | 36,999 | +12.5% | 2.12% | +1.8% |
Q4 2022 | $2,483,954 | +45.0% | 32,883 | +27.6% | 2.08% | +102.6% |
Q3 2022 | $1,713,000 | +24.8% | 25,780 | +34.5% | 1.03% | +15.9% |
Q2 2022 | $1,373,000 | +68.1% | 19,172 | +85.2% | 0.89% | +117.4% |
Q1 2022 | $817,000 | +6.2% | 10,353 | +8.9% | 0.41% | +7.1% |
Q4 2021 | $769,000 | +22.5% | 9,509 | +12.4% | 0.38% | +21.0% |
Q3 2021 | $628,000 | +151.2% | 8,458 | +155.5% | 0.32% | +118.8% |
Q2 2021 | $250,000 | – | 3,310 | – | 0.14% | – |
Download |
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% |