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 | $36,827,395 | -3.9% | 520,455 | -1.4% | 9.70% | -7.9% |
| Q2 2023 | $38,324,294 | -7.8% | 527,737 | -6.6% | 10.54% | -10.5% |
| Q1 2023 | $41,553,933 | -16.5% | 564,745 | -11.7% | 11.78% | -15.9% |
| Q4 2022 | $49,784,537 | +72.6% | 639,247 | +49.3% | 14.01% | +49.1% |
| Q3 2022 | $28,847,000 | -9.7% | 428,186 | -0.2% | 9.40% | -1.0% |
| Q2 2022 | $31,942,000 | -9.1% | 429,155 | -3.6% | 9.50% | -2.1% |
| Q1 2022 | $35,131,000 | -2.7% | 445,314 | -0.3% | 9.70% | -10.2% |
| Q4 2021 | $36,089,000 | +10.5% | 446,484 | +1.5% | 10.80% | -6.6% |
| Q3 2021 | $32,672,000 | -0.3% | 440,092 | +1.6% | 11.55% | -2.9% |
| Q2 2021 | $32,758,000 | +4.9% | 433,192 | +1.2% | 11.90% | -4.4% |
| Q1 2021 | $31,221,000 | +95.8% | 428,156 | +72.3% | 12.45% | +61.3% |
| Q4 2020 | $15,942,000 | +17.9% | 248,556 | +1.7% | 7.72% | +6.2% |
| Q3 2020 | $13,516,000 | -2.5% | 244,414 | -8.8% | 7.27% | -6.7% |
| Q2 2020 | $13,869,000 | +2.7% | 268,005 | -10.7% | 7.79% | +2.4% |
| Q1 2020 | $13,502,000 | +1.2% | 300,173 | +30.3% | 7.61% | +26.9% |
| Q4 2019 | $13,340,000 | +10.5% | 230,320 | +4.5% | 6.00% | +9.3% |
| Q3 2019 | $12,072,000 | – | 220,380 | – | 5.48% | – |
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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% |