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 | $8,656,720 | -25.0% | 122,339 | -23.0% | 0.27% | -23.9% |
| Q2 2023 | $11,543,571 | -24.5% | 158,959 | -23.9% | 0.35% | -29.1% |
| Q1 2023 | $15,283,698 | -2.3% | 208,908 | +0.8% | 0.50% | -7.8% |
| Q4 2022 | $15,649,967 | +14.1% | 207,175 | +0.4% | 0.54% | -16.1% |
| Q3 2022 | $13,711,000 | -4.2% | 206,399 | +3.3% | 0.64% | -4.9% |
| Q2 2022 | $14,312,000 | -3.2% | 199,806 | +6.6% | 0.67% | +6.7% |
| Q1 2022 | $14,784,000 | -12.3% | 187,406 | -10.1% | 0.63% | -4.1% |
| Q4 2021 | $16,854,000 | +10.0% | 208,517 | +1.1% | 0.66% | -10.8% |
| Q3 2021 | $15,316,000 | +1.2% | 206,308 | +3.1% | 0.74% | -8.1% |
| Q2 2021 | $15,139,000 | +10.9% | 200,201 | +6.9% | 0.80% | +3.3% |
| Q1 2021 | $13,657,000 | +21.3% | 187,284 | +6.7% | 0.78% | +12.6% |
| Q4 2020 | $11,260,000 | +32.4% | 175,561 | +14.1% | 0.69% | +16.2% |
| Q3 2020 | $8,506,000 | +365.6% | 153,819 | +335.7% | 0.59% | +293.4% |
| Q2 2020 | $1,827,000 | +17.6% | 35,306 | +2.3% | 0.15% | -9.6% |
| Q1 2020 | $1,553,000 | -25.0% | 34,527 | -3.5% | 0.17% | +16.8% |
| Q4 2019 | $2,071,000 | +4.8% | 35,763 | -0.8% | 0.14% | +2.9% |
| Q3 2019 | $1,976,000 | +6.3% | 36,066 | +3.0% | 0.14% | 0.0% |
| Q2 2019 | $1,859,000 | -1.1% | 35,026 | -2.6% | 0.14% | -7.9% |
| Q1 2019 | $1,879,000 | – | 35,943 | – | 0.15% | – |
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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% |