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 | $594 | +3.1% | 8,390 | +5.9% | 0.27% | +8.6% |
| Q2 2023 | $576 | +8.9% | 7,925 | +9.7% | 0.24% | +2.5% |
| Q1 2023 | $529 | +35.3% | 7,225 | +39.4% | 0.24% | +32.8% |
| Q4 2022 | $391 | -99.9% | 5,182 | -11.8% | 0.18% | -1.6% |
| Q3 2022 | $390,000 | -6.2% | 5,877 | +1.1% | 0.18% | +1.1% |
| Q2 2022 | $416,000 | -14.8% | 5,812 | -6.1% | 0.18% | 0.0% |
| Q1 2022 | $488,000 | -0.4% | 6,187 | +2.1% | 0.18% | +3.4% |
| Q4 2021 | $490,000 | – | 6,062 | – | 0.18% | – |
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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% |