SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,381,776 | -3.4% | 129,200 | -2.7% | 1.07% | -26.1% |
| Q1 2023 | $9,714,327 | -0.1% | 132,766 | -2.2% | 1.45% | -44.6% |
| Q2 2022 | $9,720,000 | +36.3% | 135,694 | +50.1% | 2.62% | +130.5% |
| Q1 2022 | $7,130,000 | -60.9% | 90,378 | -63.2% | 1.14% | -66.3% |
| Q3 2021 | $18,225,000 | +47.9% | 245,485 | +50.7% | 3.37% | +36.3% |
| Q2 2021 | $12,319,000 | +6.4% | 162,910 | +2.6% | 2.48% | -24.7% |
| Q1 2021 | $11,582,000 | +37.0% | 158,826 | +20.5% | 3.28% | +20.6% |
| Q4 2020 | $8,452,000 | -4.3% | 131,767 | -22.8% | 2.72% | -25.3% |
| Q3 2020 | $8,830,000 | – | 170,636 | – | 3.65% | – |
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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% |