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 | $23,787,949 | -5.5% | 336,178 | -3.0% | 0.16% | +13.9% |
| Q2 2023 | $25,175,732 | +5.3% | 346,678 | +6.1% | 0.14% | +3.0% |
| Q1 2023 | $23,915,092 | +42.0% | 326,888 | +46.6% | 0.13% | +41.5% |
| Q4 2022 | $16,842,076 | +7.3% | 222,956 | -5.7% | 0.09% | +1.1% |
| Q3 2022 | $15,699,000 | -13.7% | 236,328 | -6.9% | 0.09% | -7.0% |
| Q2 2022 | $18,181,000 | -8.1% | 253,820 | +1.2% | 0.10% | +4.2% |
| Q1 2022 | $19,794,000 | -1.5% | 250,910 | +0.9% | 0.10% | +3.2% |
| Q4 2021 | $20,092,000 | +8.5% | 248,573 | -0.3% | 0.09% | 0.0% |
| Q3 2021 | $18,515,000 | +1.7% | 249,394 | +3.6% | 0.09% | +1.1% |
| Q2 2021 | $18,204,000 | +0.8% | 240,736 | -2.8% | 0.09% | -8.0% |
| Q1 2021 | $18,054,000 | +12.3% | 247,580 | -1.2% | 0.10% | +3.1% |
| Q4 2020 | $16,077,000 | +8.9% | 250,649 | -6.1% | 0.10% | +1.0% |
| Q3 2020 | $14,767,000 | +47.0% | 267,041 | +37.6% | 0.10% | +31.5% |
| Q2 2020 | $10,047,000 | +83.0% | 194,139 | +59.0% | 0.07% | +62.2% |
| Q1 2020 | $5,491,000 | -28.4% | 122,087 | -7.7% | 0.04% | -8.2% |
| Q4 2019 | $7,664,000 | +3.9% | 132,321 | -1.7% | 0.05% | -5.8% |
| Q3 2019 | $7,373,000 | +14.1% | 134,586 | +10.6% | 0.05% | +23.8% |
| Q2 2019 | $6,460,000 | +19.1% | 121,720 | +17.3% | 0.04% | +10.5% |
| Q1 2019 | $5,424,000 | +3.9% | 103,740 | -6.6% | 0.04% | -7.3% |
| Q4 2018 | $5,218,000 | -38.4% | 111,085 | -30.4% | 0.04% | -30.5% |
| Q3 2018 | $8,464,000 | +67.9% | 159,695 | +56.2% | 0.06% | +55.3% |
| Q2 2018 | $5,040,000 | -5.9% | 102,259 | -6.4% | 0.04% | -7.3% |
| Q1 2018 | $5,354,000 | -16.0% | 109,197 | -12.1% | 0.04% | -18.0% |
| Q4 2017 | $6,374,000 | +14.9% | 124,259 | +4.8% | 0.05% | +6.4% |
| Q3 2017 | $5,547,000 | +1.5% | 118,517 | -2.2% | 0.05% | -4.1% |
| Q2 2017 | $5,465,000 | -5.0% | 121,186 | -6.0% | 0.05% | -9.3% |
| Q1 2017 | $5,750,000 | +16.4% | 128,988 | +13.8% | 0.05% | +12.5% |
| Q4 2016 | $4,940,000 | -6.1% | 113,378 | -8.8% | 0.05% | -5.9% |
| Q3 2016 | $5,262,000 | +14.4% | 124,366 | +10.9% | 0.05% | +8.5% |
| Q2 2016 | $4,599,000 | -7.2% | 112,168 | -9.3% | 0.05% | -14.5% |
| Q1 2016 | $4,956,000 | +16.4% | 123,613 | +12.0% | 0.06% | +12.2% |
| Q4 2015 | $4,257,000 | +6.4% | 110,393 | -0.8% | 0.05% | +2.1% |
| Q3 2015 | $4,001,000 | -9.5% | 111,293 | -3.6% | 0.05% | -5.9% |
| Q2 2015 | $4,419,000 | +9.5% | 115,406 | +13.5% | 0.05% | +4.1% |
| Q1 2015 | $4,037,000 | -51.5% | 101,653 | -51.3% | 0.05% | -22.2% |
| Q4 2014 | $8,326,000 | +137.3% | 208,910 | +129.5% | 0.06% | +3.3% |
| Q3 2014 | $3,509,000 | +9.3% | 91,012 | +8.6% | 0.06% | +1.7% |
| Q2 2014 | $3,209,000 | +0.9% | 83,841 | -2.9% | 0.06% | -11.8% |
| Q1 2014 | $3,180,000 | -9.2% | 86,308 | -9.6% | 0.07% | -42.9% |
| Q4 2013 | $3,502,000 | +30.4% | 95,516 | +19.7% | 0.12% | +38.4% |
| Q3 2013 | $2,686,000 | +7.4% | 79,813 | +4.4% | 0.09% | +30.3% |
| Q2 2013 | $2,500,000 | – | 76,443 | – | 0.07% | – |
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% |