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 | $412,068 | -4.0% | 5,823 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $429,182 | -3.2% | 5,910 | -2.5% | 0.01% | -8.3% |
| Q1 2023 | $443,502 | -2.2% | 6,062 | +0.9% | 0.01% | -7.7% |
| Q4 2022 | $453,688 | +14.3% | 6,006 | +0.5% | 0.01% | -7.1% |
| Q3 2022 | $397,000 | -26.8% | 5,974 | -21.1% | 0.01% | -22.2% |
| Q2 2022 | $542,000 | -16.2% | 7,568 | -7.7% | 0.02% | -5.3% |
| Q1 2022 | $647,000 | +5.5% | 8,199 | +8.1% | 0.02% | 0.0% |
| Q4 2021 | $613,000 | +10.5% | 7,584 | +1.4% | 0.02% | 0.0% |
| Q3 2021 | $555,000 | -1.8% | 7,476 | 0.0% | 0.02% | -17.4% |
| Q2 2021 | $565,000 | -4.1% | 7,476 | -7.5% | 0.02% | -11.5% |
| Q1 2021 | $589,000 | +15.3% | 8,080 | +1.3% | 0.03% | +8.3% |
| Q4 2020 | $511,000 | +19.4% | 7,973 | +3.1% | 0.02% | +4.3% |
| Q3 2020 | $428,000 | -8.7% | 7,737 | -14.7% | 0.02% | -17.9% |
| Q2 2020 | $469,000 | +24.4% | 9,067 | +8.3% | 0.03% | -15.2% |
| Q1 2020 | $377,000 | -11.5% | 8,375 | +13.8% | 0.03% | +6.5% |
| Q4 2019 | $426,000 | +18.3% | 7,358 | +11.9% | 0.03% | +3.3% |
| Q3 2019 | $360,000 | +44.6% | 6,577 | +39.9% | 0.03% | +36.4% |
| Q2 2019 | $249,000 | -47.4% | 4,701 | -48.0% | 0.02% | -45.0% |
| Q1 2019 | $473,000 | +11.6% | 9,042 | +0.1% | 0.04% | 0.0% |
| Q4 2018 | $424,000 | -11.3% | 9,034 | +0.1% | 0.04% | -18.4% |
| Q3 2018 | $478,000 | +7.4% | 9,028 | 0.0% | 0.05% | -2.0% |
| Q2 2018 | $445,000 | +0.5% | 9,028 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $443,000 | -4.1% | 9,028 | 0.0% | 0.05% | -7.1% |
| Q4 2017 | $462,000 | +9.2% | 9,028 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $423,000 | +3.9% | 9,028 | 0.0% | 0.06% | -5.1% |
| Q2 2017 | $407,000 | +1.2% | 9,028 | 0.0% | 0.06% | -1.7% |
| Q1 2017 | $402,000 | +2.3% | 9,028 | 0.0% | 0.06% | -9.1% |
| Q4 2016 | $393,000 | +6.5% | 9,028 | +3.6% | 0.07% | +22.2% |
| Q3 2016 | $369,000 | +16.8% | 8,718 | +14.4% | 0.05% | +17.4% |
| Q2 2016 | $316,000 | +3.6% | 7,618 | 0.0% | 0.05% | -11.5% |
| Q1 2016 | $305,000 | +3.7% | 7,618 | 0.0% | 0.05% | -8.8% |
| Q4 2015 | $294,000 | +7.3% | 7,618 | 0.0% | 0.06% | -8.1% |
| Q3 2015 | $274,000 | -6.2% | 7,618 | 0.0% | 0.06% | -1.6% |
| Q2 2015 | $292,000 | -10.7% | 7,618 | -8.1% | 0.06% | -20.3% |
| Q1 2015 | $327,000 | +27.7% | 8,287 | +29.2% | 0.08% | +23.4% |
| Q4 2014 | $256,000 | +3.6% | 6,412 | 0.0% | 0.06% | -20.0% |
| Q3 2014 | $247,000 | +15.4% | 6,412 | +14.8% | 0.08% | +8.1% |
| Q2 2014 | $214,000 | +34.6% | 5,587 | +29.5% | 0.07% | +15.6% |
| Q1 2014 | $159,000 | +12.0% | 4,313 | +11.3% | 0.06% | +23.1% |
| Q4 2013 | $142,000 | +63.2% | 3,876 | +50.0% | 0.05% | +40.5% |
| Q3 2013 | $87,000 | – | 2,584 | – | 0.04% | – |
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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% |