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 | $3,454 | -6.9% | 48,808 | -4.5% | 0.17% | -2.8% |
| Q2 2023 | $3,710 | +3.2% | 51,085 | +4.0% | 0.18% | -1.7% |
| Q1 2023 | $3,595 | +7.0% | 49,141 | +10.5% | 0.18% | -2.7% |
| Q4 2022 | $3,359 | -99.8% | 44,461 | +55.7% | 0.18% | +72.9% |
| Q3 2022 | $1,897,000 | +196.9% | 28,550 | +219.8% | 0.11% | +205.7% |
| Q2 2022 | $639,000 | +0.8% | 8,927 | +11.1% | 0.04% | +20.7% |
| Q1 2022 | $634,000 | +30.5% | 8,034 | +33.6% | 0.03% | +38.1% |
| Q4 2021 | $486,000 | +67.0% | 6,012 | +53.6% | 0.02% | +50.0% |
| Q3 2021 | $291,000 | -8.8% | 3,914 | -35.9% | 0.01% | -58.8% |
| Q1 2019 | $319,000 | +11.1% | 6,108 | +0.1% | 0.03% | -8.1% |
| Q4 2018 | $287,000 | +16.7% | 6,100 | +31.5% | 0.04% | +32.1% |
| Q3 2018 | $246,000 | +12.8% | 4,640 | +4.7% | 0.03% | +3.7% |
| Q2 2018 | $218,000 | – | 4,431 | – | 0.03% | – |
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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% |