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 | $292 | +2.5% | 4,130 | +5.2% | 0.12% | -4.6% |
| Q2 2023 | $285 | +88.7% | 3,925 | +90.5% | 0.13% | +92.6% |
| Q1 2023 | $151 | +179.6% | 2,060 | +186.1% | 0.07% | +151.9% |
| Q4 2022 | $54 | -99.9% | 720 | 0.0% | 0.03% | +12.5% |
| Q3 2022 | $48,000 | -7.7% | 720 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -8.8% | 720 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $57,000 | +78.1% | 720 | +80.0% | 0.02% | +90.9% |
| Q4 2021 | $32,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,000 | +190.0% | 400 | +166.7% | 0.01% | +175.0% |
| Q4 2020 | $10,000 | +11.1% | 150 | -11.8% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 170 | – | 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% |