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 | $3,710,906 | -2.5% | 52,550 | +0.1% | 1.57% | 0.0% |
| Q2 2023 | $3,806,094 | -1.8% | 52,516 | -1.1% | 1.57% | -9.5% |
| Q1 2023 | $3,877,258 | -3.7% | 53,101 | -0.6% | 1.74% | -14.0% |
| Q4 2022 | $4,027,319 | +11.7% | 53,417 | -1.6% | 2.02% | +1.4% |
| Q3 2022 | $3,605,000 | -13.3% | 54,263 | -6.6% | 2.00% | -21.1% |
| Q2 2022 | $4,159,000 | -12.1% | 58,072 | -3.1% | 2.53% | -7.5% |
| Q1 2022 | $4,730,000 | -0.6% | 59,960 | +1.8% | 2.73% | -4.9% |
| Q4 2021 | $4,760,000 | +1.0% | 58,883 | -7.2% | 2.87% | -11.0% |
| Q3 2021 | $4,712,000 | +1.1% | 63,480 | +3.0% | 3.23% | +0.6% |
| Q2 2021 | $4,663,000 | +5.9% | 61,660 | +2.1% | 3.21% | -17.0% |
| Q1 2021 | $4,405,000 | +14.0% | 60,410 | +0.3% | 3.86% | +8.4% |
| Q4 2020 | $3,863,000 | – | 60,238 | – | 3.56% | – |
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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% |