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 | $338,828 | +465.4% | 4,788 | +480.4% | 0.05% | +525.0% |
| Q2 2023 | $59,931 | -0.7% | 825 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $60,366 | -1.3% | 825 | +1.9% | 0.01% | -10.0% |
| Q4 2022 | $61,187 | +17.7% | 810 | +2.5% | 0.01% | -9.1% |
| Q3 2022 | $52,000 | -3.7% | 790 | +3.9% | 0.01% | +10.0% |
| Q2 2022 | $54,000 | -6.9% | 760 | +2.7% | 0.01% | -9.1% |
| Q1 2022 | $58,000 | +7.4% | 740 | +11.3% | 0.01% | +10.0% |
| Q4 2021 | $54,000 | +10.2% | 665 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | +2.1% | 665 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 640 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +33.3% | 600 | +15.4% | 0.01% | +25.0% |
| Q4 2020 | $33,000 | +17.9% | 520 | +2.0% | 0.01% | -11.1% |
| Q3 2020 | $28,000 | +21.7% | 510 | +10.9% | 0.01% | +12.5% |
| Q2 2020 | $23,000 | +15.0% | 460 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -16.7% | 445 | +6.0% | 0.01% | -33.3% |
| Q4 2019 | $24,000 | – | 420 | – | 0.01% | – |
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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% |