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 | $4,235,675 | +5.9% | 59,860 | +8.7% | 0.12% | +27.8% |
| Q2 2023 | $3,999,293 | +5.0% | 55,072 | +5.8% | 0.09% | -10.9% |
| Q1 2023 | $3,809,106 | +2.0% | 52,065 | +5.3% | 0.10% | -3.8% |
| Q4 2022 | $3,734,865 | +42.2% | 49,442 | +25.0% | 0.10% | +32.9% |
| Q3 2022 | $2,627,000 | +23.6% | 39,541 | +33.3% | 0.08% | -11.2% |
| Q2 2022 | $2,126,000 | +24.4% | 29,671 | +37.0% | 0.09% | +58.9% |
| Q1 2022 | $1,709,000 | -67.7% | 21,653 | -66.9% | 0.06% | -63.2% |
| Q4 2021 | $5,283,000 | +47.8% | 65,354 | +35.8% | 0.15% | +33.3% |
| Q3 2021 | $3,574,000 | +3.4% | 48,134 | +5.3% | 0.11% | +1.8% |
| Q2 2021 | $3,458,000 | +14.4% | 45,720 | +10.3% | 0.11% | +4.7% |
| Q1 2021 | $3,024,000 | +581.1% | 41,469 | +499.2% | 0.11% | +345.8% |
| Q4 2020 | $444,000 | -25.6% | 6,921 | -37.1% | 0.02% | -25.0% |
| Q3 2020 | $597,000 | +14.6% | 11,003 | +9.3% | 0.03% | -8.6% |
| Q2 2020 | $521,000 | +18.1% | 10,067 | +2.7% | 0.04% | -7.9% |
| Q1 2020 | $441,000 | +0.2% | 9,799 | +29.0% | 0.04% | +2.7% |
| Q4 2019 | $440,000 | +11.7% | 7,594 | +5.8% | 0.04% | -5.1% |
| Q3 2019 | $394,000 | -87.8% | 7,176 | -88.2% | 0.04% | -89.0% |
| Q2 2019 | $3,224,000 | +1098.5% | 60,735 | +1082.3% | 0.35% | +938.2% |
| Q1 2019 | $269,000 | +5.1% | 5,137 | -5.5% | 0.03% | -5.6% |
| Q4 2018 | $256,000 | -11.4% | 5,436 | -0.3% | 0.04% | +5.9% |
| Q3 2018 | $289,000 | -3.0% | 5,453 | -6.2% | 0.03% | -15.0% |
| Q4 2017 | $298,000 | +48.3% | 5,815 | +20.3% | 0.04% | 0.0% |
| Q2 2016 | $201,000 | -41.4% | 4,832 | -43.6% | 0.04% | -49.4% |
| Q1 2016 | $343,000 | -97.8% | 8,565 | +2025.3% | 0.08% | +1875.0% |
| Q2 2014 | $15,415,000 | – | 403 | – | 0.00% | – |
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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% |