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 | $133,045,447 | +582.3% | 1,880,235 | +600.2% | 0.44% | +108.6% |
| Q2 2023 | $19,499,672 | +6.5% | 268,517 | +7.3% | 0.21% | -1.4% |
| Q1 2023 | $18,308,094 | +99.1% | 250,247 | +107.0% | 0.21% | +80.5% |
| Q4 2022 | $9,194,427 | +55.6% | 120,900 | +38.3% | 0.12% | +38.8% |
| Q3 2022 | $5,910,000 | +10.4% | 87,443 | +18.4% | 0.08% | +13.3% |
| Q2 2022 | $5,355,000 | -12.1% | 73,865 | -3.7% | 0.08% | -8.5% |
| Q1 2022 | $6,089,000 | -2.2% | 76,742 | -3.1% | 0.08% | -7.9% |
| Q4 2021 | $6,225,000 | +0.6% | 79,228 | -0.1% | 0.09% | -2.2% |
| Q3 2021 | $6,187,000 | +8.7% | 79,341 | +6.0% | 0.09% | -1.1% |
| Q2 2021 | $5,694,000 | +5.7% | 74,878 | +2.8% | 0.09% | -6.1% |
| Q1 2021 | $5,387,000 | – | 72,817 | – | 0.10% | – |
Download | ||||||
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% |