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 | $1,315,428 | -0.7% | 18,590 | +1.9% | 1.24% | +4.6% |
| Q2 2023 | $1,324,226 | +3.5% | 18,235 | +4.2% | 1.18% | +2.9% |
| Q1 2023 | $1,279,934 | -3.3% | 17,495 | -0.2% | 1.15% | -4.1% |
| Q4 2022 | $1,323,839 | +13.7% | 17,525 | 0.0% | 1.20% | +5.4% |
| Q3 2022 | $1,164,000 | -4.7% | 17,525 | +2.8% | 1.14% | +2.7% |
| Q2 2022 | $1,221,000 | -7.1% | 17,050 | +2.2% | 1.11% | +10.3% |
| Q1 2022 | $1,315,000 | +12.9% | 16,675 | +15.7% | 1.01% | +17.7% |
| Q4 2021 | $1,165,000 | +12.9% | 14,415 | +3.7% | 0.86% | +5.3% |
| Q3 2021 | $1,032,000 | -4.4% | 13,905 | -2.6% | 0.81% | -1.9% |
| Q2 2021 | $1,080,000 | +3.7% | 14,280 | 0.0% | 0.83% | -3.5% |
| Q1 2021 | $1,041,000 | +207.1% | 14,280 | +170.5% | 0.86% | +162.4% |
| Q4 2020 | $339,000 | – | 5,280 | – | 0.33% | – |
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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% |