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 | $73,031,305 | +0.5% | 1,032,097 | +3.1% | 0.36% | +25.4% |
| Q2 2023 | $72,662,467 | +44.5% | 1,000,580 | +45.6% | 0.28% | +137.8% |
| Q1 2023 | $50,283,992 | +1433.0% | 687,326 | +1482.7% | 0.12% | +466.7% |
| Q4 2022 | $3,280,132 | +36.1% | 43,427 | +19.7% | 0.02% | -27.6% |
| Q3 2022 | $2,410,000 | +19.8% | 36,266 | +29.1% | 0.03% | +31.8% |
| Q2 2022 | $2,012,000 | +17.7% | 28,099 | +29.7% | 0.02% | -18.5% |
| Q1 2022 | $1,710,000 | +8.7% | 21,672 | +11.3% | 0.03% | +12.5% |
| Q4 2021 | $1,573,000 | +88.8% | 19,464 | +73.5% | 0.02% | +33.3% |
| Q3 2021 | $833,000 | +3.6% | 11,219 | +5.5% | 0.02% | 0.0% |
| Q2 2021 | $804,000 | -22.2% | 10,634 | -25.0% | 0.02% | -28.0% |
| Q1 2021 | $1,034,000 | +10.0% | 14,176 | -3.3% | 0.02% | -16.7% |
| Q4 2020 | $940,000 | +203.2% | 14,653 | +161.3% | 0.03% | +130.8% |
| Q3 2020 | $310,000 | +1.3% | 5,607 | -5.2% | 0.01% | -23.5% |
| Q2 2020 | $306,000 | -12.6% | 5,917 | -23.9% | 0.02% | -22.7% |
| Q1 2020 | $350,000 | -31.4% | 7,771 | -11.8% | 0.02% | -15.4% |
| Q4 2019 | $510,000 | +131.8% | 8,810 | +118.7% | 0.03% | +100.0% |
| Q3 2019 | $220,000 | -48.8% | 4,029 | -50.2% | 0.01% | -51.9% |
| Q2 2019 | $430,000 | – | 8,086 | – | 0.03% | – |
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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% |