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 | $2,062 | -0.5% | 29,141 | +2.1% | 0.62% | +0.6% |
| Q2 2023 | $2,072 | +25.0% | 28,530 | +25.9% | 0.62% | +16.8% |
| Q1 2023 | $1,658 | -3.7% | 22,668 | -0.5% | 0.53% | -18.6% |
| Q4 2022 | $1,721 | -99.9% | 22,776 | +9.3% | 0.65% | +18.0% |
| Q3 2022 | $1,384,000 | +7.5% | 20,836 | +15.9% | 0.55% | +21.9% |
| Q2 2022 | $1,288,000 | -6.1% | 17,979 | +3.4% | 0.45% | -2.4% |
| Q1 2022 | $1,371,000 | +17.0% | 17,380 | +19.9% | 0.46% | +31.9% |
| Q4 2021 | $1,172,000 | +7.8% | 14,495 | -1.0% | 0.35% | +4.2% |
| Q3 2021 | $1,087,000 | +2.5% | 14,646 | +4.4% | 0.34% | +6.6% |
| Q2 2021 | $1,061,000 | +24.4% | 14,028 | +19.9% | 0.32% | +17.9% |
| Q1 2021 | $853,000 | – | 11,697 | – | 0.27% | – |
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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% |