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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,577,577 | +17.6% | 20,884 | +3.5% | 0.47% | +10.6% |
| Q3 2022 | $1,341,000 | -7.3% | 20,184 | 0.0% | 0.42% | -5.4% |
| Q2 2022 | $1,446,000 | -10.1% | 20,184 | -1.0% | 0.45% | 0.0% |
| Q1 2022 | $1,608,000 | -6.9% | 20,384 | -4.7% | 0.45% | -14.4% |
| Q4 2021 | $1,728,000 | +8.8% | 21,384 | 0.0% | 0.52% | +1.2% |
| Q3 2021 | $1,588,000 | -4.9% | 21,384 | -3.2% | 0.52% | +12.9% |
| Q2 2021 | $1,670,000 | +3.7% | 22,084 | 0.0% | 0.46% | +1.1% |
| Q1 2021 | $1,610,000 | +13.7% | 22,084 | 0.0% | 0.45% | +6.6% |
| Q4 2020 | $1,416,000 | +19.7% | 22,084 | +3.3% | 0.42% | +12.8% |
| Q3 2020 | $1,183,000 | +6.9% | 21,384 | 0.0% | 0.38% | -2.6% |
| Q2 2020 | $1,107,000 | +9.5% | 21,384 | -4.9% | 0.39% | -8.3% |
| Q1 2020 | $1,011,000 | -26.9% | 22,484 | -5.9% | 0.42% | -15.3% |
| Q4 2019 | $1,383,000 | +5.7% | 23,884 | 0.0% | 0.50% | -0.6% |
| Q3 2019 | $1,308,000 | +1.7% | 23,884 | -0.2% | 0.50% | -4.6% |
| Q2 2019 | $1,286,000 | +2.8% | 23,922 | 0.0% | 0.52% | -3.0% |
| Q1 2019 | $1,251,000 | +11.3% | 23,922 | 0.0% | 0.54% | -3.4% |
| Q4 2018 | $1,124,000 | – | 23,922 | – | 0.56% | – |
Download | ||||||
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% |