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 | $1,842,300 | +7.8% | 26,036 | +10.6% | 1.88% | +11.0% |
| Q2 2023 | $1,708,903 | +3.6% | 23,532 | +4.4% | 1.69% | -3.4% |
| Q1 2023 | $1,648,760 | -13.6% | 22,536 | -10.7% | 1.75% | -12.0% |
| Q4 2022 | $1,907,361 | +10.1% | 25,250 | -3.2% | 1.99% | +1.7% |
| Q3 2022 | $1,733,000 | -8.3% | 26,093 | -1.0% | 1.95% | -0.8% |
| Q2 2022 | $1,889,000 | -22.5% | 26,367 | -14.6% | 1.97% | +9.3% |
| Q1 2022 | $2,437,000 | +3.0% | 30,890 | +5.6% | 1.80% | +7.6% |
| Q4 2021 | $2,365,000 | +26.6% | 29,254 | +16.2% | 1.67% | +17.1% |
| Q3 2021 | $1,868,000 | +2.3% | 25,166 | +4.2% | 1.43% | +1.9% |
| Q2 2021 | $1,826,000 | +17.4% | 24,149 | +13.2% | 1.40% | +8.0% |
| Q1 2021 | $1,556,000 | +57.8% | 21,332 | +38.7% | 1.30% | +43.5% |
| Q4 2020 | $986,000 | +45.6% | 15,375 | +25.5% | 0.90% | +26.8% |
| Q3 2020 | $677,000 | +5.1% | 12,247 | -1.5% | 0.71% | -4.0% |
| Q2 2020 | $644,000 | +15.8% | 12,439 | +0.6% | 0.74% | +16.2% |
| Q1 2020 | $556,000 | +42.9% | 12,360 | +83.8% | 0.64% | +74.4% |
| Q4 2019 | $389,000 | – | 6,723 | – | 0.37% | – |
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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% |