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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,038,854 | +0.6% | 14,305 | +1.0% | 0.96% | +0.5% |
| Q1 2023 | $1,033,040 | +2.2% | 14,159 | +5.8% | 0.96% | +4.7% |
| Q4 2022 | $1,010,650 | +15.1% | 13,379 | +1.1% | 0.91% | +14.4% |
| Q3 2022 | $878,000 | -9.7% | 13,229 | -2.5% | 0.80% | -1.1% |
| Q2 2022 | $972,000 | -4.5% | 13,574 | +5.1% | 0.81% | +11.2% |
| Q1 2022 | $1,018,000 | -1.5% | 12,910 | +1.5% | 0.73% | +1.7% |
| Q4 2021 | $1,033,000 | +17.3% | 12,717 | +8.5% | 0.71% | +14.2% |
| Q3 2021 | $881,000 | -2.7% | 11,717 | -1.9% | 0.62% | -6.4% |
| Q2 2021 | $905,000 | +2.7% | 11,949 | +0.7% | 0.67% | +1.8% |
| Q1 2021 | $881,000 | +40.7% | 11,871 | +21.5% | 0.66% | +25.2% |
| Q4 2020 | $626,000 | +172.2% | 9,768 | +133.9% | 0.52% | +120.2% |
| Q3 2020 | $230,000 | +27.1% | 4,176 | +4.0% | 0.24% | +12.8% |
| Q1 2020 | $181,000 | – | 4,017 | – | 0.21% | – |
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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% |