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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,120,222 | -3.3% | 128,889 | -0.8% | 1.27% | -4.9% |
Q2 2023 | $9,436,241 | +8.4% | 129,940 | +9.2% | 1.34% | -1.8% |
Q1 2023 | $8,704,752 | +23.7% | 118,982 | +27.7% | 1.36% | +3.3% |
Q4 2022 | $7,037,494 | +19.4% | 93,162 | +5.0% | 1.32% | +18.8% |
Q3 2022 | $5,893,000 | -7.6% | 88,716 | +5.7% | 1.11% | -11.2% |
Q2 2022 | $6,379,000 | +6.2% | 83,919 | +7.8% | 1.25% | +33.8% |
Q1 2022 | $6,006,000 | +14915.0% | 77,827 | +8713.9% | 0.93% | +7084.6% |
Q1 2020 | $40,000 | -24.5% | 883 | -4.1% | 0.01% | -23.5% |
Q4 2019 | $53,000 | – | 921 | – | 0.02% | – |
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% |