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 | $744,394 | +11.2% | 13,157 | +11.0% | 0.15% | +22.2% |
| Q2 2023 | $669,404 | +9.1% | 11,856 | +7.5% | 0.13% | +1.6% |
| Q1 2023 | $613,751 | +11.8% | 11,028 | +11.3% | 0.12% | +67.6% |
| Q4 2022 | $548,959 | +43.3% | 9,907 | +71.6% | 0.07% | -20.4% |
| Q3 2022 | $383,000 | +102.6% | 5,772 | +118.6% | 0.09% | +144.7% |
| Q2 2022 | $189,000 | +45.4% | 2,641 | +59.8% | 0.04% | +65.2% |
| Q1 2022 | $130,000 | -57.1% | 1,653 | -55.8% | 0.02% | -54.0% |
| Q4 2021 | $303,000 | +1162.5% | 3,740 | +15.3% | 0.05% | +1150.0% |
| Q3 2021 | $24,000 | -78.6% | 3,244 | +119.2% | 0.00% | -80.0% |
| Q2 2021 | $112,000 | +166.7% | 1,480 | +158.3% | 0.02% | +100.0% |
| Q1 2021 | $42,000 | +13.5% | 573 | +0.2% | 0.01% | +11.1% |
| Q4 2020 | $37,000 | – | 572 | – | 0.01% | – |
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% |