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 | $9,890,474 | -9.6% | 139,774 | -7.3% | 0.92% | -7.4% |
| Q2 2023 | $10,944,452 | -7.0% | 150,709 | -6.3% | 0.99% | -11.8% |
| Q1 2023 | $11,762,599 | -10.0% | 160,779 | -7.1% | 1.12% | -15.0% |
| Q4 2022 | $13,076,407 | -1.4% | 173,105 | -13.3% | 1.32% | -10.6% |
| Q3 2022 | $13,261,000 | -11.7% | 199,626 | -4.8% | 1.48% | -7.6% |
| Q2 2022 | $15,026,000 | -12.2% | 209,770 | -3.3% | 1.60% | -0.8% |
| Q1 2022 | $17,119,000 | -5.3% | 217,004 | -2.9% | 1.62% | -1.3% |
| Q4 2021 | $18,068,000 | +8.5% | 223,525 | -0.3% | 1.64% | -0.6% |
| Q3 2021 | $16,652,000 | -5.1% | 224,295 | -3.3% | 1.65% | -8.0% |
| Q2 2021 | $17,542,000 | +2.4% | 231,976 | -1.3% | 1.79% | -3.1% |
| Q1 2021 | $17,138,000 | +8.4% | 235,020 | -4.6% | 1.85% | +1.3% |
| Q4 2020 | $15,804,000 | +10.3% | 246,397 | -4.9% | 1.82% | -4.8% |
| Q3 2020 | $14,323,000 | -4.1% | 259,010 | -10.3% | 1.92% | -10.6% |
| Q2 2020 | $14,938,000 | +15.7% | 288,665 | +0.6% | 2.14% | -0.9% |
| Q1 2020 | $12,907,000 | -27.2% | 286,942 | -6.2% | 2.16% | -0.7% |
| Q4 2019 | $17,722,000 | +7.4% | 305,970 | +1.6% | 2.18% | -0.4% |
| Q3 2019 | $16,498,000 | +3.5% | 301,166 | +0.2% | 2.19% | +2.5% |
| Q2 2019 | $15,943,000 | -0.5% | 300,416 | -2.0% | 2.14% | -5.1% |
| Q1 2019 | $16,029,000 | +12.8% | 306,598 | +1.3% | 2.25% | +0.2% |
| Q4 2018 | $14,212,000 | -7.3% | 302,576 | +4.6% | 2.25% | +11.3% |
| Q3 2018 | $15,333,000 | +9.2% | 289,293 | +1.5% | 2.02% | +90.7% |
| Q2 2018 | $14,043,000 | +2.9% | 284,908 | +2.4% | 1.06% | -47.4% |
| Q1 2018 | $13,647,000 | -1.4% | 278,351 | +2.9% | 2.01% | +1.3% |
| Q4 2017 | $13,839,000 | +10.1% | 270,450 | +0.7% | 1.98% | +8.8% |
| Q3 2017 | $12,575,000 | +9.5% | 268,697 | +5.6% | 1.82% | +4.8% |
| Q2 2017 | $11,480,000 | +12.4% | 254,547 | +11.1% | 1.74% | +6.2% |
| Q1 2017 | $10,216,000 | +9.8% | 229,162 | +7.2% | 1.64% | +3.7% |
| Q4 2016 | $9,303,000 | +8.5% | 213,854 | +5.5% | 1.58% | +6.4% |
| Q3 2016 | $8,577,000 | +8.9% | 202,730 | +6.7% | 1.49% | +2.7% |
| Q2 2016 | $7,873,000 | -48.7% | 189,967 | -50.4% | 1.45% | -54.1% |
| Q1 2016 | $15,346,000 | +35.2% | 382,769 | +30.0% | 3.15% | +32.3% |
| Q4 2015 | $11,352,000 | +106.5% | 294,401 | +92.5% | 2.38% | +86.9% |
| Q3 2015 | $5,498,000 | -1.8% | 152,939 | +4.6% | 1.28% | +7.1% |
| Q2 2015 | $5,597,000 | +12.6% | 146,182 | +15.9% | 1.19% | +13.2% |
| Q1 2015 | $4,971,000 | -47.1% | 126,126 | -46.5% | 1.05% | +4.2% |
| Q4 2014 | $9,402,000 | +127.2% | 235,926 | +119.8% | 1.01% | +12.3% |
| Q3 2014 | $4,139,000 | +35.0% | 107,327 | +33.9% | 0.90% | +35.0% |
| Q2 2014 | $3,067,000 | +51.3% | 80,145 | +45.7% | 0.67% | +35.6% |
| Q1 2014 | $2,027,000 | -40.3% | 55,009 | -40.6% | 0.49% | -43.9% |
| Q4 2013 | $3,394,000 | +105.1% | 92,606 | +88.3% | 0.88% | +86.8% |
| Q3 2013 | $1,655,000 | -26.2% | 49,178 | -28.3% | 0.47% | -29.2% |
| Q2 2013 | $2,242,000 | – | 68,546 | – | 0.66% | – |
Download | ||||||
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% |