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 | $672,699 | -2.3% | 9,507 | +0.3% | 0.05% | 0.0% |
| Q2 2023 | $688,656 | +125.5% | 9,483 | +127.2% | 0.05% | +108.7% |
| Q1 2023 | $305,370 | +10.1% | 4,174 | +13.6% | 0.02% | +4.5% |
| Q4 2022 | $277,458 | -28.3% | 3,673 | -37.0% | 0.02% | -31.2% |
| Q3 2022 | $387,000 | -6.1% | 5,828 | +1.3% | 0.03% | -3.0% |
| Q2 2022 | $412,000 | -11.4% | 5,752 | -2.4% | 0.03% | +6.5% |
| Q1 2022 | $465,000 | -0.2% | 5,891 | +2.3% | 0.03% | +3.3% |
| Q4 2021 | $466,000 | +38.7% | 5,761 | +27.2% | 0.03% | +36.4% |
| Q3 2021 | $336,000 | +27.8% | 4,529 | +30.3% | 0.02% | +15.8% |
| Q2 2021 | $263,000 | -2.2% | 3,475 | -5.8% | 0.02% | -9.5% |
| Q1 2021 | $269,000 | +13.5% | 3,690 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $237,000 | +16.2% | 3,690 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $204,000 | -6.4% | 3,690 | -2.0% | 0.02% | -8.7% |
| Q4 2019 | $218,000 | +5.8% | 3,765 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $206,000 | +3.0% | 3,765 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $200,000 | – | 3,765 | – | 0.02% | – |
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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% |