SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $69,681,000 | -0.6% | 1,413,686 | -1.1% | 12.12% | +2.8% |
| Q1 2018 | $70,084,000 | -4.8% | 1,429,406 | -0.6% | 11.79% | -2.1% |
| Q4 2017 | $73,604,000 | +9.9% | 1,438,429 | +0.5% | 12.04% | +0.9% |
| Q3 2017 | $67,004,000 | +3.7% | 1,431,714 | -0.1% | 11.93% | +2.7% |
| Q2 2017 | $64,615,000 | +1.0% | 1,432,709 | -0.2% | 11.62% | -0.3% |
| Q1 2017 | $63,975,000 | +4.1% | 1,435,064 | +1.8% | 11.66% | -5.0% |
| Q4 2016 | $61,443,000 | +3.7% | 1,410,217 | +0.7% | 12.27% | -0.5% |
| Q3 2016 | $59,276,000 | +4.4% | 1,400,992 | +2.2% | 12.33% | +4.6% |
| Q2 2016 | $56,782,000 | +4.8% | 1,370,210 | +1.4% | 11.79% | +0.8% |
| Q1 2016 | $54,159,000 | +7.3% | 1,350,940 | +3.2% | 11.70% | +3.5% |
| Q4 2015 | $50,473,000 | +10.0% | 1,308,935 | +2.6% | 11.30% | +0.4% |
| Q3 2015 | $45,865,000 | -6.0% | 1,275,810 | +0.1% | 11.25% | +3.3% |
| Q2 2015 | $48,794,000 | -0.5% | 1,274,315 | +2.4% | 10.90% | -0.9% |
| Q1 2015 | $49,022,000 | +0.6% | 1,243,890 | +1.8% | 11.00% | +2.2% |
| Q4 2014 | $48,716,000 | +3.3% | 1,222,480 | -0.0% | 10.76% | -0.4% |
| Q3 2014 | $47,156,000 | +1.3% | 1,222,920 | +0.5% | 10.81% | +2.3% |
| Q2 2014 | $46,552,000 | +8.1% | 1,216,410 | +4.1% | 10.57% | +3.6% |
| Q1 2014 | $43,070,000 | +7.8% | 1,168,785 | +7.2% | 10.20% | +6.8% |
| Q4 2013 | $39,965,000 | +28.0% | 1,090,145 | +17.5% | 9.55% | +7.6% |
| Q3 2013 | $31,233,000 | +11.7% | 928,165 | +8.6% | 8.88% | +7.9% |
| Q2 2013 | $27,949,000 | – | 854,695 | – | 8.23% | – |
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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% |