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 | $10,674,299 | -6.7% | 150,852 | -4.2% | 2.97% | -5.3% |
| Q2 2023 | $11,437,599 | -8.6% | 157,499 | -7.9% | 3.14% | -14.7% |
| Q1 2023 | $12,515,702 | +21.4% | 171,073 | +25.3% | 3.68% | -1.2% |
| Q4 2022 | $10,311,207 | +63.4% | 136,500 | +43.7% | 3.73% | +47.6% |
| Q3 2022 | $6,309,000 | +9.3% | 94,969 | +17.9% | 2.52% | +12.7% |
| Q2 2022 | $5,771,000 | +6.7% | 80,565 | +17.5% | 2.24% | +12.7% |
| Q1 2022 | $5,408,000 | +24.2% | 68,554 | +24.1% | 1.99% | +21.4% |
| Q4 2021 | $4,356,000 | +85.0% | 55,244 | +74.2% | 1.64% | +76.2% |
| Q3 2021 | $2,354,000 | +14.2% | 31,709 | +16.3% | 0.93% | -2.1% |
| Q2 2021 | $2,061,000 | +35.8% | 27,256 | +30.9% | 0.95% | +28.6% |
| Q1 2021 | $1,518,000 | +89.8% | 20,815 | +72.7% | 0.74% | +67.0% |
| Q4 2020 | $800,000 | +16.6% | 12,056 | -2.8% | 0.44% | +1.1% |
| Q3 2020 | $686,000 | +6.9% | 12,399 | -0.1% | 0.44% | -13.1% |
| Q2 2020 | $642,000 | +16.1% | 12,407 | +1.0% | 0.50% | -11.1% |
| Q1 2020 | $553,000 | -25.5% | 12,287 | -2.1% | 0.57% | +7.2% |
| Q4 2019 | $742,000 | +13.6% | 12,551 | +5.2% | 0.53% | +3.9% |
| Q3 2019 | $653,000 | +4.3% | 11,926 | +1.0% | 0.51% | +1.0% |
| Q2 2019 | $626,000 | +1.5% | 11,805 | 0.0% | 0.50% | +0.8% |
| Q1 2019 | $617,000 | +12.0% | 11,805 | +0.6% | 0.50% | -22.2% |
| Q4 2018 | $551,000 | – | 11,736 | – | 0.64% | – |
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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% |