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 | $5,076,642 | -59.9% | 71,745 | -57.2% | 1.19% | -62.5% |
| Q2 2023 | $12,667,515 | 0.0% | 167,693 | 0.0% | 3.17% | 0.0% |
| Q1 2023 | $12,667,515 | 0.0% | 167,693 | 0.0% | 3.17% | 0.0% |
| Q4 2022 | $12,667,515 | +22.8% | 167,693 | +8.0% | 3.17% | +15.8% |
| Q3 2022 | $10,318,000 | +217.3% | 155,320 | +242.1% | 2.74% | +207.8% |
| Q2 2022 | $3,252,000 | -5.4% | 45,406 | +4.3% | 0.89% | +19.2% |
| Q1 2022 | $3,436,000 | -5.9% | 43,548 | -3.6% | 0.75% | -7.6% |
| Q4 2021 | $3,653,000 | -69.6% | 45,189 | -72.1% | 0.81% | -71.7% |
| Q3 2021 | $12,026,000 | -0.3% | 161,988 | +1.6% | 2.85% | +0.7% |
| Q2 2021 | $12,057,000 | +488.7% | 159,439 | +467.7% | 2.83% | +442.3% |
| Q1 2021 | $2,048,000 | +39.6% | 28,083 | +22.8% | 0.52% | +40.7% |
| Q4 2020 | $1,467,000 | +15.6% | 22,867 | -0.3% | 0.37% | +1.1% |
| Q3 2020 | $1,269,000 | +2.6% | 22,943 | -4.0% | 0.37% | -13.2% |
| Q2 2020 | $1,237,000 | +3.3% | 23,909 | -10.2% | 0.42% | -19.9% |
| Q1 2020 | $1,197,000 | -30.6% | 26,615 | -10.6% | 0.53% | -17.0% |
| Q4 2019 | $1,725,000 | +2.3% | 29,783 | -3.3% | 0.64% | +1.9% |
| Q3 2019 | $1,687,000 | +0.7% | 30,796 | -2.4% | 0.62% | -1.3% |
| Q2 2019 | $1,675,000 | -1.7% | 31,563 | -3.2% | 0.63% | -5.7% |
| Q1 2019 | $1,704,000 | +7.6% | 32,592 | -3.3% | 0.67% | -9.6% |
| Q4 2018 | $1,584,000 | -9.8% | 33,721 | +1.8% | 0.74% | +5.1% |
| Q3 2018 | $1,756,000 | +7.9% | 33,133 | +0.3% | 0.70% | +6.3% |
| Q2 2018 | $1,628,000 | -22.3% | 33,039 | -22.7% | 0.66% | -26.1% |
| Q1 2018 | $2,096,000 | +4.9% | 42,751 | +9.4% | 0.90% | -4.9% |
| Q4 2017 | $1,999,000 | +105.2% | 39,069 | +87.7% | 0.94% | +103.7% |
| Q3 2017 | $974,000 | +15.4% | 20,820 | +11.2% | 0.46% | +11.0% |
| Q2 2017 | $844,000 | +10.8% | 18,719 | +9.5% | 0.42% | -21.6% |
| Q1 2017 | $762,000 | -24.0% | 17,101 | -25.6% | 0.53% | -22.7% |
| Q4 2016 | $1,002,000 | +46.7% | 22,997 | +42.3% | 0.69% | +38.7% |
| Q3 2016 | $683,000 | +12.2% | 16,159 | +9.9% | 0.50% | +13.2% |
| Q2 2016 | $609,000 | +13.2% | 14,698 | +9.5% | 0.44% | +12.6% |
| Q1 2016 | $538,000 | +7.2% | 13,424 | +3.1% | 0.39% | -2.0% |
| Q4 2015 | $502,000 | +24.3% | 13,020 | +15.9% | 0.40% | +9.4% |
| Q3 2015 | $404,000 | +15.4% | 11,230 | +23.0% | 0.36% | +37.5% |
| Q2 2015 | $350,000 | +15.1% | 9,133 | +19.7% | 0.26% | +23.9% |
| Q1 2015 | $304,000 | 0.0% | 7,632 | 0.0% | 0.21% | 0.0% |
| Q4 2014 | $304,000 | +6.3% | 7,632 | +2.7% | 0.21% | -4.9% |
| Q3 2014 | $286,000 | +17.7% | 7,428 | +17.2% | 0.22% | +28.7% |
| Q2 2014 | $243,000 | – | 6,339 | – | 0.17% | – |
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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% |