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 | $98 | 0.0% | 1,378 | +2.4% | 0.02% | +5.3% |
| Q2 2023 | $98 | -8.4% | 1,346 | -8.2% | 0.02% | -13.6% |
| Q1 2023 | $107 | -3.6% | 1,466 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $111 | -99.9% | 1,466 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $97,000 | -45.5% | 1,466 | -41.0% | 0.02% | -40.0% |
| Q2 2022 | $178,000 | -9.2% | 2,483 | +0.1% | 0.04% | +8.1% |
| Q1 2022 | $196,000 | -0.5% | 2,480 | +1.5% | 0.04% | 0.0% |
| Q4 2021 | $197,000 | +10.7% | 2,443 | +1.7% | 0.04% | 0.0% |
| Q3 2021 | $178,000 | +150.7% | 2,403 | +156.2% | 0.04% | +131.2% |
| Q2 2021 | $71,000 | +14.5% | 938 | +10.7% | 0.02% | +6.7% |
| Q1 2021 | $62,000 | +47.6% | 847 | +29.5% | 0.02% | +36.4% |
| Q4 2020 | $42,000 | +16.7% | 654 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | -2.7% | 654 | -8.8% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | -31.5% | 717 | -39.9% | 0.01% | -35.3% |
| Q1 2020 | $54,000 | -26.0% | 1,194 | -5.6% | 0.02% | -15.0% |
| Q4 2019 | $73,000 | -15.1% | 1,265 | -19.6% | 0.02% | -20.0% |
| Q3 2019 | $86,000 | +177.4% | 1,573 | +168.9% | 0.02% | +150.0% |
| Q2 2019 | $31,000 | +10.7% | 585 | +7.3% | 0.01% | 0.0% |
| Q1 2019 | $28,000 | +7.7% | 545 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | +8.3% | 545 | +58.0% | 0.01% | +11.1% |
| Q3 2018 | $24,000 | +41.2% | 345 | 0.0% | 0.01% | +50.0% |
| Q2 2018 | $17,000 | 0.0% | 345 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $17,000 | -5.6% | 345 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $18,000 | +12.5% | 345 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 345 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $16,000 | -5.9% | 345 | -8.7% | 0.01% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 378 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $16,000 | 0.0% | 378 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $16,000 | 0.0% | 378 | -4.8% | 0.01% | 0.0% |
| Q2 2016 | $16,000 | +700.0% | 397 | +540.3% | 0.01% | +800.0% |
| Q1 2016 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | 0.0% | 62 | -4.6% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | -33.3% | 65 | -5.8% | 0.00% | -50.0% |
| Q2 2015 | $3,000 | 0.0% | 69 | -8.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | – | 75 | – | 0.00% | – |
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% |