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 | $397,187 | -2.5% | 5,613 | +0.0% | 0.69% | +11.7% |
| Q2 2023 | $407,487 | -0.7% | 5,611 | +0.0% | 0.61% | -6.5% |
| Q1 2023 | $410,374 | -3.1% | 5,609 | +0.0% | 0.66% | -5.7% |
| Q4 2022 | $423,591 | +13.9% | 5,608 | +0.0% | 0.70% | +18.3% |
| Q3 2022 | $372,000 | -7.2% | 5,606 | +0.0% | 0.59% | -2.8% |
| Q2 2022 | $401,000 | -9.3% | 5,604 | +0.0% | 0.61% | +27.0% |
| Q1 2022 | $442,000 | -2.4% | 5,602 | +0.0% | 0.48% | +6.5% |
| Q4 2021 | $453,000 | – | 5,600 | – | 0.45% | – |
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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% |