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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,025,701 | +6.5% | 71,025 | +9.3% | 0.11% | +8.6% |
| Q2 2023 | $4,721,068 | +1.2% | 65,011 | +1.9% | 0.10% | -6.2% |
| Q1 2023 | $4,666,079 | +21.7% | 63,779 | +28.2% | 0.11% | +6.7% |
| Q4 2022 | $3,834,919 | +15.0% | 49,752 | -0.9% | 0.10% | -17.3% |
| Q3 2022 | $3,336,000 | -6.4% | 50,218 | +0.9% | 0.13% | +4.1% |
| Q2 2022 | $3,566,000 | +93.7% | 49,784 | +113.3% | 0.12% | +69.4% |
| Q1 2022 | $1,841,000 | +218.0% | 23,336 | +225.8% | 0.07% | +200.0% |
| Q4 2021 | $579,000 | +33.1% | 7,163 | +22.3% | 0.02% | +20.0% |
| Q3 2021 | $435,000 | +2.6% | 5,859 | +4.5% | 0.02% | 0.0% |
| Q2 2021 | $424,000 | +2.7% | 5,607 | -1.0% | 0.02% | -9.1% |
| Q1 2021 | $413,000 | +27.1% | 5,664 | +11.8% | 0.02% | -4.3% |
| Q4 2020 | $325,000 | +21.3% | 5,067 | +4.6% | 0.02% | 0.0% |
| Q3 2020 | $268,000 | +11.2% | 4,846 | +4.1% | 0.02% | 0.0% |
| Q2 2020 | $241,000 | +19.3% | 4,657 | +33.5% | 0.02% | +35.3% |
| Q4 2019 | $202,000 | -36.9% | 3,488 | -43.0% | 0.02% | -48.5% |
| Q1 2019 | $320,000 | +1.3% | 6,121 | -9.0% | 0.03% | -13.2% |
| Q4 2018 | $316,000 | +2006.7% | 6,728 | +2142.7% | 0.04% | +1800.0% |
| Q2 2018 | $15,000 | – | 300 | – | 0.00% | – |
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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% |