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 | $384,835,249 | +12.9% | 5,438,169 | +15.8% | 0.57% | -7.0% |
| Q2 2023 | $340,935,996 | -0.1% | 4,695,571 | +0.7% | 0.61% | -4.7% |
| Q1 2023 | $341,308,361 | +2.3% | 4,664,573 | +5.6% | 0.64% | -5.0% |
| Q4 2022 | $333,591,411 | +36.3% | 4,415,918 | +19.9% | 0.68% | +20.9% |
| Q3 2022 | $244,768,000 | +7.1% | 3,684,448 | +15.5% | 0.56% | +10.9% |
| Q2 2022 | $228,624,000 | +11.3% | 3,189,035 | +9.3% | 0.50% | +26.3% |
| Q1 2022 | $205,504,000 | +1.2% | 2,917,027 | +16.1% | 0.40% | +3.9% |
| Q4 2021 | $203,069,000 | +17.9% | 2,512,144 | +8.4% | 0.38% | +7.0% |
| Q3 2021 | $172,282,000 | +6.5% | 2,318,471 | +8.4% | 0.36% | +2.6% |
| Q2 2021 | $161,828,000 | +18.8% | 2,139,289 | +14.5% | 0.35% | +6.7% |
| Q1 2021 | $136,269,000 | +41.6% | 1,867,894 | +24.5% | 0.33% | +27.6% |
| Q4 2020 | $96,246,000 | +35.4% | 1,500,507 | +16.7% | 0.26% | +20.7% |
| Q3 2020 | $71,061,000 | +9.6% | 1,286,286 | +2.6% | 0.21% | -2.3% |
| Q2 2020 | $64,862,000 | +42.7% | 1,253,268 | -82.8% | 0.22% | +17.2% |
| Q1 2020 | $45,439,000 | – | 7,266,867 | – | 0.19% | – |
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% |