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 | $2,620 | -2.6% | 37,024 | -0.1% | 1.08% | +3.0% |
| Q2 2023 | $2,691 | -0.2% | 37,055 | +0.6% | 1.05% | -8.4% |
| Q1 2023 | $2,696 | -51.3% | 36,847 | -49.8% | 1.15% | -7.8% |
| Q4 2022 | $5,540 | -99.8% | 73,328 | +97.7% | 1.24% | +4.9% |
| Q3 2022 | $2,464,000 | -7.3% | 37,098 | -0.0% | 1.19% | -2.1% |
| Q2 2022 | $2,658,000 | -5.8% | 37,104 | +3.7% | 1.21% | +11.4% |
| Q1 2022 | $2,823,000 | +0.0% | 35,788 | +2.5% | 1.09% | +8.7% |
| Q4 2021 | $2,822,000 | +2.7% | 34,912 | -5.7% | 1.00% | -10.1% |
| Q3 2021 | $2,749,000 | -0.7% | 37,031 | +1.2% | 1.11% | +5.0% |
| Q2 2021 | $2,768,000 | +2.1% | 36,604 | -1.6% | 1.06% | -4.3% |
| Q1 2021 | $2,712,000 | +9.9% | 37,186 | -3.3% | 1.11% | +5.2% |
| Q4 2020 | $2,467,000 | +19.7% | 38,456 | +3.2% | 1.05% | +14.2% |
| Q3 2020 | $2,061,000 | +11.0% | 37,265 | +3.8% | 0.92% | +0.4% |
| Q2 2020 | $1,857,000 | +14.6% | 35,892 | -0.4% | 0.92% | -9.1% |
| Q1 2020 | $1,621,000 | -22.8% | 36,032 | -0.6% | 1.01% | +1.7% |
| Q4 2019 | $2,100,000 | +5.6% | 36,265 | -0.1% | 0.99% | -2.2% |
| Q3 2019 | $1,989,000 | +3.0% | 36,305 | -0.3% | 1.02% | +4.6% |
| Q2 2019 | $1,932,000 | -3.8% | 36,409 | -5.2% | 0.97% | -7.5% |
| Q1 2019 | $2,008,000 | +19.6% | 38,414 | +7.5% | 1.05% | +2.5% |
| Q4 2018 | $1,679,000 | -11.2% | 35,745 | +0.2% | 1.02% | +10.1% |
| Q3 2018 | $1,890,000 | +13.0% | 35,667 | +5.1% | 0.93% | +3.6% |
| Q2 2018 | $1,673,000 | -1.1% | 33,943 | -1.6% | 0.90% | -5.8% |
| Q1 2018 | $1,692,000 | -7.2% | 34,508 | -3.2% | 0.95% | -2.4% |
| Q4 2017 | $1,824,000 | +14.1% | 35,651 | +4.4% | 0.98% | +5.7% |
| Q3 2017 | $1,598,000 | +0.9% | 34,154 | -2.8% | 0.92% | -3.6% |
| Q2 2017 | $1,584,000 | -0.7% | 35,124 | -1.8% | 0.96% | -1.6% |
| Q1 2017 | $1,595,000 | +5.3% | 35,771 | +2.9% | 0.97% | -0.1% |
| Q4 2016 | $1,515,000 | +2.0% | 34,779 | -0.9% | 0.97% | +4.1% |
| Q3 2016 | $1,485,000 | -3.4% | 35,095 | -5.5% | 0.94% | -9.2% |
| Q2 2016 | $1,538,000 | +21.6% | 37,125 | +17.6% | 1.03% | +21.9% |
| Q1 2016 | $1,265,000 | +3.8% | 31,560 | -0.2% | 0.85% | +6.8% |
| Q4 2015 | $1,219,000 | +4.2% | 31,608 | -2.9% | 0.79% | -8.4% |
| Q3 2015 | $1,170,000 | -7.9% | 32,543 | -1.8% | 0.86% | -1.1% |
| Q2 2015 | $1,270,000 | -3.5% | 33,156 | -0.7% | 0.88% | -1.5% |
| Q1 2015 | $1,316,000 | +2.3% | 33,394 | +3.5% | 0.89% | +3.1% |
| Q4 2014 | $1,286,000 | -2.4% | 32,267 | -5.5% | 0.86% | -6.3% |
| Q3 2014 | $1,317,000 | -0.3% | 34,160 | -1.1% | 0.92% | +4.8% |
| Q2 2014 | $1,321,000 | +3.3% | 34,527 | -0.6% | 0.88% | -2.3% |
| Q1 2014 | $1,279,000 | +0.2% | 34,719 | -0.4% | 0.90% | -3.9% |
| Q4 2013 | $1,277,000 | +10.9% | 34,842 | +1.8% | 0.93% | +0.6% |
| Q3 2013 | $1,151,000 | +4.1% | 34,214 | +1.1% | 0.93% | -4.1% |
| Q2 2013 | $1,106,000 | – | 33,830 | – | 0.97% | – |
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% |