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 | $2,615 | -4.5% | 36,954 | -2.0% | 0.42% | -1.2% |
| Q2 2023 | $2,737 | +3.1% | 37,690 | +3.9% | 0.42% | -6.7% |
| Q1 2023 | $2,654 | -99.9% | 36,276 | +4.3% | 0.45% | -4.9% |
| Q4 2022 | $2,626,072 | +30.8% | 34,764 | +15.1% | 0.47% | +25.1% |
| Q3 2022 | $2,007,000 | -4.7% | 30,216 | +2.8% | 0.38% | +8.0% |
| Q2 2022 | $2,106,000 | +7.1% | 29,402 | +17.9% | 0.35% | +27.6% |
| Q1 2022 | $1,967,000 | -1.6% | 24,928 | +0.8% | 0.28% | +2.2% |
| Q4 2021 | $1,999,000 | +6.6% | 24,734 | -2.1% | 0.27% | -3.9% |
| Q3 2021 | $1,876,000 | -1.5% | 25,276 | +0.3% | 0.28% | -2.1% |
| Q2 2021 | $1,905,000 | +9.8% | 25,195 | +5.9% | 0.29% | -0.3% |
| Q1 2021 | $1,735,000 | +14.1% | 23,790 | +0.4% | 0.29% | +5.5% |
| Q4 2020 | $1,520,000 | +23.3% | 23,692 | +6.2% | 0.27% | +3.8% |
| Q3 2020 | $1,233,000 | +0.7% | 22,300 | -5.8% | 0.26% | -6.1% |
| Q2 2020 | $1,225,000 | +11.7% | 23,666 | -2.9% | 0.28% | -4.5% |
| Q1 2020 | $1,097,000 | – | 24,384 | – | 0.29% | – |
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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% |