FIRST WILSHIRE SECURITIES MANAGEMENT INC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.

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Quarter-by-quarter ownership
FIRST WILSHIRE SECURITIES MANAGEMENT INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,035
-2.5%
14,6250.0%0.35%
-2.7%
Q2 2023$1,062
-0.7%
14,6250.0%0.36%
-0.3%
Q1 2023$1,070
-3.2%
14,6250.0%0.36%
-5.4%
Q4 2022$1,105
-99.9%
14,6250.0%0.39%
-1.8%
Q3 2022$972,000
-7.3%
14,6250.0%0.39%
+0.5%
Q2 2022$1,048,000
-9.2%
14,6250.0%0.39%
-3.5%
Q1 2022$1,154,000
-2.4%
14,6250.0%0.40%
+9.8%
Q4 2021$1,182,000
+8.8%
14,6250.0%0.37%
+2.5%
Q3 2021$1,086,000
+10.3%
14,625
+12.3%
0.36%
+4.3%
Q2 2021$985,000
+3.7%
13,0250.0%0.34%
-2.8%
Q1 2021$950,000
+39.5%
13,025
+22.6%
0.36%
+29.6%
Q4 2020$681,000
+150.4%
10,625
+115.7%
0.27%
+110.8%
Q3 2020$272,000
+27.7%
4,925
+34.0%
0.13%
+62.5%
Q4 2019$213,000
+6.0%
3,6750.0%0.08%
+5.3%
Q3 2019$201,000
-1.0%
3,675
-7.5%
0.08%
+35.7%
Q4 2017$203,000–3,975–0.06%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders