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 | $408,710 | -2.6% | 5,776 | 0.0% | 0.08% | -6.8% |
| Q2 2023 | $419,453 | -0.7% | 5,776 | 0.0% | 0.09% | -11.1% |
| Q1 2023 | $422,572 | +34.4% | 5,776 | +38.7% | 0.10% | +22.2% |
| Q4 2022 | $314,473 | +13.5% | 4,163 | 0.0% | 0.08% | +6.6% |
| Q3 2022 | $277,000 | +2030.8% | 4,163 | +1702.2% | 0.08% | +985.7% |
| Q3 2019 | $13,000 | +8.3% | 231 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 231 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 231 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 231 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $11,000 | -26.7% | 231 | -20.3% | 0.01% | -33.3% |
| Q4 2017 | $15,000 | – | 290 | – | 0.01% | – |
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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% |