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 | $280,521 | +7.8% | 3,981 | +11.1% | 0.04% | +11.1% |
| Q2 2023 | $260,134 | -15.8% | 3,582 | -15.2% | 0.04% | -25.0% |
| Q1 2023 | $308,956 | -4.9% | 4,223 | -1.8% | 0.05% | -7.7% |
| Q4 2022 | $324,914 | -71.7% | 4,301 | -75.1% | 0.05% | -75.0% |
| Q3 2022 | $1,148,000 | -13.6% | 17,274 | -6.9% | 0.21% | -9.6% |
| Q2 2022 | $1,329,000 | -94.1% | 18,548 | -93.5% | 0.23% | -92.5% |
| Q1 2022 | $22,537,000 | -2.5% | 285,672 | -0.1% | 3.08% | -2.7% |
| Q4 2021 | $23,120,000 | +5.3% | 286,036 | -3.3% | 3.17% | -3.6% |
| Q3 2021 | $21,961,000 | -6.5% | 295,815 | -4.8% | 3.29% | -7.9% |
| Q2 2021 | $23,498,000 | +142.3% | 310,735 | +133.7% | 3.57% | +115.9% |
| Q1 2021 | $9,696,000 | +3491.1% | 132,965 | +3061.3% | 1.65% | +3018.9% |
| Q4 2020 | $270,000 | -5.3% | 4,206 | -18.5% | 0.05% | -28.4% |
| Q3 2020 | $285,000 | – | 5,160 | – | 0.07% | – |
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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% |