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 | $53,798,586 | -2.1% | 760,297 | +0.5% | 3.66% | -0.7% |
| Q2 2023 | $54,933,283 | -3.6% | 756,448 | -2.8% | 3.69% | -18.1% |
| Q1 2023 | $56,965,082 | -7.5% | 778,636 | -4.5% | 4.50% | -17.6% |
| Q4 2022 | $61,574,436 | +26.8% | 815,124 | +11.5% | 5.46% | +20.7% |
| Q3 2022 | $48,548,000 | -2.0% | 730,816 | +5.6% | 4.52% | -3.7% |
| Q2 2022 | $49,517,000 | -1.8% | 691,827 | +8.3% | 4.70% | +14.3% |
| Q1 2022 | $50,410,000 | +10.6% | 638,992 | +13.3% | 4.11% | +13.4% |
| Q4 2021 | $45,567,000 | +16.2% | 563,739 | +6.8% | 3.63% | -28.4% |
| Q3 2021 | $39,201,000 | +8.0% | 528,043 | +10.0% | 5.07% | +36.6% |
| Q2 2021 | $36,311,000 | +15.5% | 480,179 | +11.4% | 3.71% | -1.8% |
| Q1 2021 | $31,437,000 | +24.5% | 431,120 | +9.5% | 3.78% | +8.0% |
| Q4 2020 | $25,252,000 | +25.5% | 393,707 | +1.3% | 3.50% | -21.4% |
| Q2 2020 | $20,115,000 | +31.3% | 388,712 | +14.1% | 4.45% | +2.5% |
| Q1 2020 | $15,319,000 | – | 340,581 | – | 4.34% | – |
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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% |