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 | $335 | -4.8% | 4,730 | -1.8% | 0.19% | -7.2% |
| Q1 2023 | $352 | -10.7% | 4,816 | -7.6% | 0.21% | -15.5% |
| Q4 2022 | $394 | -99.9% | 5,211 | -6.2% | 0.24% | +4.3% |
| Q3 2022 | $369,000 | -6.6% | 5,558 | +0.7% | 0.24% | +6.3% |
| Q2 2022 | $395,000 | -17.5% | 5,517 | -9.2% | 0.22% | +8.9% |
| Q1 2022 | $479,000 | -13.4% | 6,074 | -11.3% | 0.20% | -8.6% |
| Q4 2021 | $553,000 | +14.3% | 6,845 | +6.9% | 0.22% | -16.5% |
| Q2 2021 | $484,000 | -4.3% | 6,403 | -10.0% | 0.27% | +3.5% |
| Q1 2021 | $506,000 | +38.3% | 7,114 | +24.6% | 0.26% | +7.5% |
| Q4 2020 | $366,000 | +17.3% | 5,711 | +1.3% | 0.24% | -5.5% |
| Q3 2020 | $312,000 | – | 5,638 | – | 0.25% | – |
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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% |