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 | $10,331,045 | -38.0% | 146,001 | -36.4% | 4.82% | -31.8% |
| Q2 2023 | $16,666,375 | -22.6% | 229,501 | -22.0% | 7.07% | -25.0% |
| Q1 2023 | $21,530,763 | -4.1% | 294,297 | -1.0% | 9.43% | -2.1% |
| Q4 2022 | $22,455,030 | +18.7% | 297,260 | +4.3% | 9.64% | +19.5% |
| Q3 2022 | $18,925,000 | -27.4% | 284,892 | -21.7% | 8.06% | -29.0% |
| Q2 2022 | $26,077,000 | +64.4% | 364,050 | +81.1% | 11.36% | +78.7% |
| Q1 2022 | $15,862,000 | -0.0% | 201,059 | +2.4% | 6.36% | -4.3% |
| Q4 2021 | $15,869,000 | +7.1% | 196,328 | -1.6% | 6.64% | -11.5% |
| Q3 2021 | $14,814,000 | -5.1% | 199,547 | -3.4% | 7.51% | -11.0% |
| Q2 2021 | $15,617,000 | +18.2% | 206,515 | +14.0% | 8.43% | +3.0% |
| Q1 2021 | $13,214,000 | +331.5% | 181,207 | +242.8% | 8.18% | +340.5% |
| Q4 2019 | $3,062,000 | -3.2% | 52,862 | -8.5% | 1.86% | -11.3% |
| Q3 2019 | $3,163,000 | -2.9% | 57,748 | -5.9% | 2.10% | -7.5% |
| Q2 2019 | $3,258,000 | +0.7% | 61,396 | -0.8% | 2.27% | -4.1% |
| Q1 2019 | $3,236,000 | +10.3% | 61,891 | -0.9% | 2.36% | +2.8% |
| Q4 2018 | $2,934,000 | -10.9% | 62,459 | +0.5% | 2.30% | +4.5% |
| Q3 2018 | $3,294,000 | +3.2% | 62,148 | -4.0% | 2.20% | -12.1% |
| Q2 2018 | $3,191,000 | -25.1% | 64,747 | -25.4% | 2.50% | -26.9% |
| Q1 2018 | $4,258,000 | +9.6% | 86,836 | +14.3% | 3.43% | +14.5% |
| Q4 2017 | $3,886,000 | +21.6% | 75,945 | +11.2% | 2.99% | +16.3% |
| Q3 2017 | $3,195,000 | +2.0% | 68,275 | -1.7% | 2.57% | +5.0% |
| Q2 2017 | $3,133,000 | -2.9% | 69,464 | -4.1% | 2.45% | -9.7% |
| Q1 2017 | $3,228,000 | +3.7% | 72,414 | +1.3% | 2.71% | +13.2% |
| Q4 2016 | $3,113,000 | +152.7% | 71,455 | +145.4% | 2.40% | +130.3% |
| Q3 2016 | $1,232,000 | – | 29,115 | – | 1.04% | – |
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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% |