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 | $902 | +4.8% | 12,746 | +7.5% | 0.03% | +9.7% |
| Q2 2023 | $861 | -10.0% | 11,855 | -9.4% | 0.03% | -16.2% |
| Q1 2023 | $957 | +6.9% | 13,081 | +10.4% | 0.04% | 0.0% |
| Q4 2022 | $895 | -99.7% | 11,844 | +122.3% | 0.04% | +117.6% |
| Q3 2022 | $354,000 | +4.4% | 5,328 | +12.6% | 0.02% | +13.3% |
| Q2 2022 | $339,000 | -9.4% | 4,730 | -0.2% | 0.02% | -6.2% |
| Q1 2022 | $374,000 | +6.9% | 4,740 | +9.4% | 0.02% | +6.7% |
| Q4 2021 | $350,000 | +7.7% | 4,334 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $325,000 | +9.4% | 4,384 | +11.6% | 0.02% | +7.1% |
| Q2 2021 | $297,000 | +22.2% | 3,929 | +18.0% | 0.01% | +7.7% |
| Q1 2021 | $243,000 | – | 3,329 | – | 0.01% | – |
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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% |