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 | $39,129,620 | -1.6% | 552,991 | +0.9% | 10.62% | +1.3% |
| Q2 2023 | $39,784,541 | +0.5% | 547,846 | +1.3% | 10.48% | -3.7% |
| Q1 2023 | $39,570,043 | -2.9% | 540,870 | +0.2% | 10.89% | -7.7% |
| Q4 2022 | $40,761,843 | +13.6% | 539,606 | -0.1% | 11.80% | +1.7% |
| Q3 2022 | $35,870,000 | -6.2% | 539,964 | +1.1% | 11.60% | -2.1% |
| Q2 2022 | $38,250,000 | -1.2% | 533,992 | +8.8% | 11.84% | +6.6% |
| Q1 2022 | $38,708,000 | -0.2% | 490,660 | +2.3% | 11.11% | +1.0% |
| Q4 2021 | $38,786,000 | +12.0% | 479,842 | +2.8% | 11.00% | +1.3% |
| Q3 2021 | $34,637,000 | -0.3% | 466,550 | +1.5% | 10.85% | -0.6% |
| Q2 2021 | $34,754,000 | +6.4% | 459,591 | +2.6% | 10.92% | -1.6% |
| Q1 2021 | $32,678,000 | +12.6% | 448,130 | -1.0% | 11.10% | +4.7% |
| Q4 2020 | $29,022,000 | +12.5% | 452,475 | -3.0% | 10.60% | -0.9% |
| Q3 2020 | $25,800,000 | +6.4% | 466,549 | -0.4% | 10.69% | -3.2% |
| Q2 2020 | $24,250,000 | +15.4% | 468,605 | +0.3% | 11.04% | -2.5% |
| Q1 2020 | $21,008,000 | -21.0% | 467,047 | +1.7% | 11.33% | -0.2% |
| Q4 2019 | $26,604,000 | +6.4% | 459,320 | +0.7% | 11.35% | -2.5% |
| Q3 2019 | $24,993,000 | +4.8% | 456,240 | +1.6% | 11.64% | +3.0% |
| Q2 2019 | $23,841,000 | +3.0% | 449,232 | +1.4% | 11.30% | -0.8% |
| Q1 2019 | $23,155,000 | +13.3% | 442,899 | +1.8% | 11.40% | -1.5% |
| Q4 2018 | $20,442,000 | -9.5% | 435,224 | +2.1% | 11.57% | +10.5% |
| Q3 2018 | $22,592,000 | +5.6% | 426,264 | -1.8% | 10.47% | +2.5% |
| Q2 2018 | $21,390,000 | -0.6% | 433,969 | -1.1% | 10.22% | -0.7% |
| Q1 2018 | $21,524,000 | -2.6% | 438,988 | +1.7% | 10.28% | -2.9% |
| Q4 2017 | $22,091,000 | +6.3% | 431,728 | -2.8% | 10.59% | +1.7% |
| Q3 2017 | $20,780,000 | +5.3% | 444,012 | +1.5% | 10.42% | -0.4% |
| Q2 2017 | $19,736,000 | +0.3% | 437,595 | -0.8% | 10.46% | -8.1% |
| Q1 2017 | $19,668,000 | +2.3% | 441,178 | +0.0% | 11.37% | -5.3% |
| Q4 2016 | $19,222,000 | +3.2% | 441,170 | +0.3% | 12.01% | +5.0% |
| Q3 2016 | $18,617,000 | +0.3% | 440,013 | -1.8% | 11.44% | -3.3% |
| Q2 2016 | $18,564,000 | +2.9% | 447,961 | -0.4% | 11.82% | +0.2% |
| Q1 2016 | $18,037,000 | +6.4% | 449,925 | +2.3% | 11.80% | +2.6% |
| Q4 2015 | $16,952,000 | +3.4% | 439,621 | -3.6% | 11.50% | -2.1% |
| Q3 2015 | $16,390,000 | -6.1% | 455,923 | +0.1% | 11.74% | -1.7% |
| Q2 2015 | $17,447,000 | -20.0% | 455,644 | -17.7% | 11.94% | -21.5% |
| Q1 2015 | $21,822,000 | -6.9% | 553,705 | -5.8% | 15.20% | -10.3% |
| Q4 2014 | $23,433,000 | +3.3% | 588,041 | -0.0% | 16.94% | -2.3% |
| Q3 2014 | $22,681,000 | +1.2% | 588,195 | +0.5% | 17.34% | +0.6% |
| Q2 2014 | $22,401,000 | +4.7% | 585,343 | +0.8% | 17.24% | +0.6% |
| Q1 2014 | $21,403,000 | +0.1% | 580,821 | -0.5% | 17.13% | +1.4% |
| Q4 2013 | $21,392,000 | +8.7% | 583,533 | -0.3% | 16.90% | -3.2% |
| Q3 2013 | $19,686,000 | +3.6% | 585,021 | +0.7% | 17.46% | -5.0% |
| Q2 2013 | $19,004,000 | – | 581,153 | – | 18.38% | – |
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% |