SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,590 | +4.0% | 79,000 | +6.8% | 4.07% | +11.9% |
| Q2 2023 | $5,374 | -29.4% | 74,000 | -28.8% | 3.64% | +8.8% |
| Q1 2023 | $7,609 | +83.1% | 104,000 | +89.1% | 3.35% | +62.3% |
| Q4 2022 | $4,155 | -99.9% | 55,000 | -21.4% | 2.06% | -27.3% |
| Q3 2022 | $4,650,000 | -7.3% | 70,000 | 0.0% | 2.84% | +33.7% |
| Q2 2022 | $5,014,000 | +66.7% | 70,000 | +72.8% | 2.12% | +27.4% |
| Q3 2021 | $3,007,000 | -1.8% | 40,500 | 0.0% | 1.67% | -17.6% |
| Q2 2021 | $3,063,000 | -12.5% | 40,500 | -15.6% | 2.02% | +1.2% |
| Q1 2021 | $3,500,000 | +70.6% | 48,000 | +50.0% | 2.00% | +6.8% |
| Q4 2020 | $2,052,000 | -56.6% | 32,000 | -62.6% | 1.87% | -50.0% |
| Q3 2020 | $4,728,000 | – | 85,500 | – | 3.75% | – |
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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% |