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 | $12,328,152 | +10.6% | 174,225 | +13.5% | 0.62% | +7.6% |
| Q2 2023 | $11,146,055 | +17.3% | 153,485 | +18.1% | 0.58% | +7.0% |
| Q1 2023 | $9,504,382 | +17.5% | 129,912 | +21.3% | 0.54% | +6.9% |
| Q4 2022 | $8,087,673 | +33.5% | 107,065 | +17.4% | 0.51% | +10.4% |
| Q3 2022 | $6,059,000 | +229.8% | 91,216 | +255.7% | 0.46% | +184.0% |
| Q2 2022 | $1,837,000 | +29.2% | 25,647 | +42.3% | 0.16% | +50.0% |
| Q1 2022 | $1,422,000 | +49.7% | 18,025 | +53.3% | 0.11% | +54.3% |
| Q4 2021 | $950,000 | +11.6% | 11,758 | +2.6% | 0.07% | +1.4% |
| Q3 2021 | $851,000 | -7.3% | 11,458 | -5.6% | 0.07% | +19.0% |
| Q2 2021 | $918,000 | +14.3% | 12,137 | +10.2% | 0.06% | 0.0% |
| Q1 2021 | $803,000 | +130.1% | 11,015 | +102.3% | 0.06% | +100.0% |
| Q4 2020 | $349,000 | +436.9% | 5,445 | +301.0% | 0.03% | +70.6% |
| Q1 2018 | $65,000 | -8.5% | 1,358 | 0.0% | 0.02% | -10.5% |
| Q4 2017 | $71,000 | +7000.0% | 1,358 | +5332.0% | 0.02% | – |
| Q3 2017 | $1,000 | -97.9% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $47,000 | – | 25 | – | 0.02% | – |
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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% |