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 | $268,818 | -2.6% | 3,799 | 0.0% | 0.12% | +1.6% |
| Q2 2023 | $275,884 | -2.4% | 3,799 | -1.7% | 0.12% | -12.1% |
| Q1 2023 | $282,691 | +21.9% | 3,864 | +25.9% | 0.14% | +12.0% |
| Q4 2022 | $231,832 | +9.4% | 3,069 | +3.7% | 0.12% | +8.7% |
| Q2 2022 | $212,000 | -9.0% | 2,959 | 0.0% | 0.12% | +13.9% |
| Q1 2022 | $233,000 | -0.4% | 2,959 | +2.1% | 0.10% | +5.2% |
| Q4 2021 | $234,000 | +13.6% | 2,899 | +4.7% | 0.10% | +1.1% |
| Q3 2021 | $206,000 | +1.5% | 2,770 | +3.2% | 0.10% | 0.0% |
| Q2 2021 | $203,000 | – | 2,685 | – | 0.10% | – |
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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% |