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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,162 | -99.5% | 41,865 | +400.8% | 0.00% | – |
| Q2 2022 | $599,000 | -68.8% | 8,359 | -65.6% | 0.00% | -100.0% |
| Q1 2022 | $1,918,000 | -42.6% | 24,306 | -41.2% | 0.00% | -50.0% |
| Q4 2021 | $3,343,000 | +280.3% | 41,364 | +160.2% | 0.00% | +100.0% |
| Q3 2020 | $879,000 | +13.9% | 15,894 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $772,000 | +63.2% | 14,926 | +82.9% | 0.00% | 0.0% |
| Q4 2019 | $473,000 | -43.8% | 8,161 | -46.9% | 0.00% | 0.0% |
| Q3 2019 | $841,000 | +314.3% | 15,366 | +302.0% | 0.00% | – |
| Q2 2019 | $203,000 | -42.2% | 3,822 | -48.8% | 0.00% | -100.0% |
| Q4 2018 | $351,000 | -19.5% | 7,467 | -9.3% | 0.00% | 0.0% |
| Q3 2018 | $436,000 | -5.8% | 8,232 | -12.4% | 0.00% | 0.0% |
| Q2 2018 | $463,000 | +106.7% | 9,397 | +114.8% | 0.00% | – |
| Q4 2017 | $224,000 | -88.7% | 4,375 | -89.7% | 0.00% | -100.0% |
| Q3 2017 | $1,981,000 | +667.8% | 42,328 | +630.9% | 0.00% | – |
| Q1 2017 | $258,000 | -5.1% | 5,791 | -7.2% | 0.00% | -100.0% |
| Q4 2016 | $272,000 | -23.4% | 6,239 | -25.7% | 0.00% | 0.0% |
| Q3 2016 | $355,000 | -2.7% | 8,400 | -4.5% | 0.00% | 0.0% |
| Q2 2016 | $365,000 | +35.7% | 8,800 | +31.3% | 0.00% | 0.0% |
| Q1 2016 | $269,000 | -20.9% | 6,700 | -24.0% | 0.00% | 0.0% |
| Q4 2015 | $340,000 | -57.8% | 8,820 | -56.4% | 0.00% | -50.0% |
| Q4 2014 | $806,000 | – | 20,218 | – | 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% |