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 | $314 | -2.5% | 4,443 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $322 | -0.6% | 4,436 | +0.2% | 0.05% | -9.4% |
| Q1 2023 | $324 | +19.1% | 4,428 | +23.0% | 0.05% | +12.8% |
| Q4 2022 | $272 | -99.9% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $239,000 | -7.4% | 3,601 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $258,000 | -9.2% | 3,601 | 0.0% | 0.05% | +2.1% |
| Q1 2022 | $284,000 | -2.4% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $291,000 | +9.4% | 3,601 | +0.5% | 0.05% | 0.0% |
| Q3 2021 | $266,000 | -1.8% | 3,582 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $271,000 | +3.8% | 3,582 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $261,000 | +64.2% | 3,582 | +44.3% | 0.05% | +37.1% |
| Q4 2020 | $159,000 | +16.1% | 2,482 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $137,000 | +7.0% | 2,482 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $128,000 | +14.3% | 2,482 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $112,000 | +1300.0% | 2,482 | +1780.3% | 0.04% | +1650.0% |
| Q4 2019 | $8,000 | – | 132 | – | 0.00% | – |
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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% |