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 | $1,038,834 | -2.6% | 14,681 | -0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,066,367 | +46.6% | 14,684 | +47.7% | 0.06% | +38.3% |
| Q1 2023 | $727,444 | -49.7% | 9,943 | -48.0% | 0.05% | -52.0% |
| Q4 2022 | $1,445,624 | +23.2% | 19,137 | +8.4% | 0.10% | +14.0% |
| Q3 2022 | $1,173,000 | +64.7% | 17,659 | +77.6% | 0.09% | +72.0% |
| Q2 2022 | $712,000 | -9.2% | 9,943 | 0.0% | 0.05% | +11.1% |
| Q1 2022 | $784,000 | -2.5% | 9,943 | 0.0% | 0.04% | -8.2% |
| Q4 2021 | $804,000 | +35.6% | 9,943 | +24.5% | 0.05% | +22.5% |
| Q3 2021 | $593,000 | -1.8% | 7,985 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $604,000 | +19.6% | 7,985 | +15.2% | 0.04% | +5.1% |
| Q1 2021 | $505,000 | +14.0% | 6,932 | +0.3% | 0.04% | +5.4% |
| Q4 2020 | $443,000 | – | 6,912 | – | 0.04% | – |
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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% |