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 | $229,300 | +37.3% | 3,241 | +41.0% | 0.03% | +40.0% |
| Q2 2023 | $166,986 | +87.1% | 2,299 | +88.4% | 0.02% | +81.8% |
| Q1 2023 | $89,230 | +19.2% | 1,220 | +23.1% | 0.01% | +10.0% |
| Q4 2022 | $74,862 | +15.2% | 991 | +0.9% | 0.01% | +11.1% |
| Q3 2022 | $65,000 | -15.6% | 982 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 957 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 950 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +18.3% | 942 | +13.6% | 0.01% | +12.5% |
| Q1 2021 | $60,000 | +9.1% | 829 | -41.9% | 0.01% | -42.9% |
| Q2 2015 | $55,000 | -1.8% | 1,426 | 0.0% | 0.01% | +7.7% |
| Q1 2015 | $56,000 | -31.7% | 1,426 | -30.8% | 0.01% | -31.6% |
| Q4 2014 | $82,000 | – | 2,061 | – | 0.02% | – |
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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% |