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 | $2,872,403 | +21.9% | 40,593 | +25.1% | 0.04% | +16.2% |
| Q2 2023 | $2,355,798 | -10.3% | 32,440 | -9.6% | 0.04% | -24.5% |
| Q1 2023 | $2,626,727 | +141.3% | 35,904 | +149.2% | 0.05% | +81.5% |
| Q4 2022 | $1,088,373 | +19.7% | 14,408 | +5.2% | 0.03% | -3.6% |
| Q3 2022 | $909,000 | +3.1% | 13,690 | +11.1% | 0.03% | +3.7% |
| Q2 2022 | $882,000 | +168.9% | 12,320 | +196.5% | 0.03% | +145.5% |
| Q1 2022 | $328,000 | 0.0% | 4,155 | +2.5% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +9.0% | 4,055 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -14.5% | 4,055 | -12.9% | 0.01% | -21.4% |
| Q2 2021 | $352,000 | +22.2% | 4,656 | +17.7% | 0.01% | -6.7% |
| Q1 2021 | $288,000 | +13.4% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $254,000 | – | 3,956 | – | 0.02% | – |
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% |