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 | $1,960,235 | -13.8% | 27,703 | -11.5% | 0.06% | +1.6% |
| Q2 2023 | $2,273,053 | -15.0% | 31,301 | -14.4% | 0.06% | -11.4% |
| Q1 2023 | $2,674,729 | -93.5% | 36,560 | -94.3% | 0.07% | -88.5% |
| Q4 2020 | $41,154,000 | +335.5% | 641,625 | +275.5% | 0.61% | +250.6% |
| Q3 2020 | $9,450,000 | -12.0% | 170,890 | -17.7% | 0.17% | -18.3% |
| Q2 2020 | $10,743,000 | -7.4% | 207,592 | -19.5% | 0.21% | -40.3% |
| Q1 2020 | $11,597,000 | +1865.6% | 257,824 | +2430.9% | 0.36% | +1883.3% |
| Q4 2019 | $590,000 | -82.0% | 10,187 | -83.7% | 0.02% | -90.8% |
| Q1 2019 | $3,269,000 | +3.7% | 62,509 | -6.9% | 0.20% | -52.2% |
| Q4 2018 | $3,152,000 | – | 67,107 | – | 0.41% | – |
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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% |