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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,684 | -1.9% | 12,814 | +0.7% | 0.15% | 0.0% |
| Q2 2023 | $924,200 | -0.1% | 12,727 | +0.7% | 0.15% | -7.3% |
| Q1 2023 | $924,762 | +2.1% | 12,640 | +5.4% | 0.16% | 0.0% |
| Q4 2022 | $905,880 | +13.9% | 11,992 | +0.2% | 0.16% | +1.2% |
| Q3 2022 | $795,000 | -36.9% | 11,971 | -31.9% | 0.16% | -32.2% |
| Q2 2022 | $1,259,000 | -12.3% | 17,575 | -3.4% | 0.24% | +10.1% |
| Q1 2022 | $1,435,000 | -0.1% | 18,195 | +2.4% | 0.22% | -3.1% |
| Q4 2021 | $1,436,000 | +65.2% | 17,766 | +51.7% | 0.22% | +48.3% |
| Q3 2021 | $869,000 | -1.8% | 11,711 | +0.0% | 0.15% | 0.0% |
| Q2 2021 | $885,000 | +4.9% | 11,708 | +1.1% | 0.15% | -1.9% |
| Q1 2021 | $844,000 | +9.3% | 11,578 | -3.8% | 0.15% | +0.7% |
| Q4 2020 | $772,000 | +26.4% | 12,039 | +8.9% | 0.15% | +7.0% |
| Q3 2020 | $611,000 | +29.7% | 11,053 | +21.5% | 0.14% | -3.4% |
| Q2 2020 | $471,000 | +20.5% | 9,099 | +4.6% | 0.15% | +9.6% |
| Q1 2020 | $391,000 | -22.4% | 8,697 | +0.0% | 0.14% | 0.0% |
| Q4 2019 | $504,000 | +15.6% | 8,694 | +9.4% | 0.14% | +6.3% |
| Q3 2019 | $436,000 | +3.3% | 7,950 | 0.0% | 0.13% | +4.1% |
| Q2 2019 | $422,000 | +1.4% | 7,950 | 0.0% | 0.12% | -2.4% |
| Q1 2019 | $416,000 | +11.5% | 7,950 | 0.0% | 0.12% | +5.0% |
| Q4 2018 | $373,000 | -11.4% | 7,950 | 0.0% | 0.12% | -1.7% |
| Q3 2018 | $421,000 | +7.4% | 7,950 | 0.0% | 0.12% | -1.6% |
| Q2 2018 | $392,000 | – | 7,950 | – | 0.12% | – |
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% |