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 2022 | $2,236,000 | -5.9% | 33,357 | 0.0% | 1.64% | -3.7% |
| Q2 2022 | $2,375,000 | -11.1% | 33,357 | -1.5% | 1.71% | +18.8% |
| Q1 2022 | $2,671,000 | -18.8% | 33,862 | -16.6% | 1.44% | +20.4% |
| Q4 2021 | $3,291,000 | +11.4% | 40,620 | +3.1% | 1.19% | +5.6% |
| Q3 2021 | $2,953,000 | +7.3% | 39,417 | +8.2% | 1.13% | +6.7% |
| Q2 2021 | $2,752,000 | +7.8% | 36,433 | +4.3% | 1.06% | +3.1% |
| Q1 2021 | $2,553,000 | -35.0% | 34,940 | -42.9% | 1.03% | -40.0% |
| Q4 2020 | $3,926,000 | -12.2% | 61,212 | -24.4% | 1.71% | -30.5% |
| Q3 2020 | $4,473,000 | -31.0% | 80,937 | -35.3% | 2.46% | -45.7% |
| Q2 2020 | $6,478,000 | +240.6% | 125,172 | +196.0% | 4.53% | +129.5% |
| Q1 2020 | $1,902,000 | -99.9% | 42,281 | +56.4% | 1.98% | +157.6% |
| Q4 2019 | $1,565,557,000 | +105680.9% | 27,029 | +0.0% | 0.77% | -9.9% |
| Q3 2019 | $1,480,000 | -82.8% | 27,022 | -83.3% | 0.85% | -81.2% |
| Q2 2019 | $8,586,000 | +484.5% | 161,800 | +475.8% | 4.54% | +339.2% |
| Q1 2019 | $1,469,000 | -99.9% | 28,100 | -4.2% | 1.03% | 0.0% |
| Q4 2018 | $1,377,978,000 | +67381.8% | 29,337 | -23.9% | 1.03% | +3.3% |
| Q3 2018 | $2,042,000 | +7.8% | 38,529 | +0.2% | 1.00% | -14.5% |
| Q2 2018 | $1,895,000 | -4.1% | 38,464 | -4.6% | 1.17% | -9.5% |
| Q1 2018 | $1,977,000 | -4.2% | 40,322 | -0.0% | 1.29% | +6.9% |
| Q4 2017 | $2,063,000 | -12.8% | 40,335 | -20.2% | 1.21% | -14.0% |
| Q3 2017 | $2,366,000 | +47.5% | 50,561 | +42.1% | 1.41% | +52.0% |
| Q2 2017 | $1,604,000 | +3.8% | 35,577 | +2.6% | 0.92% | -13.2% |
| Q1 2017 | $1,546,000 | +1.7% | 34,685 | -0.6% | 1.07% | +22.7% |
| Q4 2016 | $1,520,000 | -7.8% | 34,891 | -10.5% | 0.87% | -14.4% |
| Q3 2016 | $1,649,000 | +2.4% | 38,981 | +0.3% | 1.02% | +2.5% |
| Q2 2016 | $1,610,000 | -99.9% | 38,853 | -20.8% | 0.99% | -25.6% |
| Q1 2016 | $1,964,137,000 | +104709.9% | 49,042 | +0.9% | 1.33% | +18.2% |
| Q4 2015 | $1,874,000 | +22.6% | 48,603 | +14.2% | 1.12% | +7.9% |
| Q3 2015 | $1,529,000 | -23.0% | 42,545 | -17.9% | 1.04% | +17.3% |
| Q2 2015 | $1,985,000 | -6.7% | 51,846 | -4.0% | 0.89% | -3.2% |
| Q1 2015 | $2,128,000 | -2.5% | 53,989 | -1.5% | 0.92% | -5.1% |
| Q4 2014 | $2,183,000 | -0.8% | 54,792 | -4.0% | 0.97% | -8.3% |
| Q3 2014 | $2,200,000 | -4.1% | 57,052 | -4.8% | 1.06% | +11.1% |
| Q2 2014 | $2,295,000 | -11.0% | 59,956 | -14.4% | 0.95% | -20.4% |
| Q1 2014 | $2,580,000 | -1.5% | 70,015 | -1.9% | 1.19% | +7.5% |
| Q4 2013 | $2,618,000 | +12.6% | 71,407 | +3.3% | 1.11% | -7.4% |
| Q3 2013 | $2,326,000 | +4.0% | 69,127 | +1.1% | 1.20% | -8.7% |
| Q2 2013 | $2,236,000 | – | 68,377 | – | 1.32% | – |
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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% |