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 | $8,856,351 | +0.7% | 125,160 | +3.3% | 3.74% | +3.5% |
| Q2 2023 | $8,798,750 | -2.9% | 121,162 | -2.2% | 3.61% | -5.0% |
| Q1 2023 | $9,065,257 | +21.2% | 123,910 | +25.1% | 3.80% | +16.2% |
| Q4 2022 | $7,480,146 | +31.7% | 99,022 | +15.8% | 3.27% | +21.6% |
| Q3 2022 | $5,679,000 | +35.3% | 85,487 | +45.9% | 2.69% | +37.8% |
| Q2 2022 | $4,198,000 | -46.9% | 58,604 | -40.1% | 1.95% | -45.0% |
| Q1 2022 | $7,907,000 | 0.0% | 97,824 | 0.0% | 3.55% | 0.0% |
| Q4 2021 | $7,907,000 | +10.6% | 97,824 | +1.6% | 3.55% | -11.7% |
| Q3 2021 | $7,147,000 | +25.4% | 96,269 | +27.8% | 4.02% | +20.9% |
| Q2 2021 | $5,698,000 | +17.5% | 75,352 | +15.6% | 3.33% | +5.6% |
| Q1 2021 | $4,850,000 | +88.2% | 65,181 | +66.9% | 3.15% | +42.2% |
| Q4 2020 | $2,577,000 | – | 39,046 | – | 2.22% | – |
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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% |