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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,146,000 | -4.4% | 2,146 | -92.9% | 1.65% | -16.7% |
| Q3 2021 | $2,245,000 | +4.6% | 30,244 | +2.8% | 1.98% | +43.1% |
| Q1 2021 | $2,146,000 | +14.2% | 29,428 | +0.4% | 1.38% | +1.5% |
| Q4 2020 | $1,879,000 | +7.6% | 29,302 | -7.2% | 1.36% | -19.9% |
| Q3 2020 | $1,746,000 | +7.9% | 31,572 | +1.0% | 1.70% | +3.2% |
| Q2 2020 | $1,618,000 | -37.5% | 31,266 | -45.7% | 1.65% | -38.6% |
| Q1 2020 | $2,588,000 | +37.5% | 57,531 | +77.1% | 2.68% | +71.1% |
| Q4 2019 | $1,882,000 | +3.7% | 32,492 | -1.9% | 1.57% | -4.4% |
| Q3 2019 | $1,814,000 | +1.7% | 33,108 | -1.5% | 1.64% | -14.0% |
| Q2 2019 | $1,784,000 | +2.8% | 33,608 | +1.3% | 1.91% | -13.1% |
| Q1 2019 | $1,735,000 | – | 33,182 | – | 2.20% | – |
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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% |