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 | $1,195,986 | -8.7% | 16,902 | -6.3% | 0.18% | -6.7% |
| Q2 2023 | $1,309,629 | -1.5% | 18,034 | -0.7% | 0.20% | -8.5% |
| Q1 2023 | $1,329,025 | -9.0% | 18,166 | -6.1% | 0.21% | -16.1% |
| Q4 2022 | $1,460,868 | +21.5% | 19,339 | +6.9% | 0.25% | +9.0% |
| Q3 2022 | $1,202,000 | -17.3% | 18,088 | -10.9% | 0.23% | -14.3% |
| Q2 2022 | $1,454,000 | -5.0% | 20,293 | +4.5% | 0.27% | +8.4% |
| Q1 2022 | $1,531,000 | -9.1% | 19,411 | -6.9% | 0.25% | -3.8% |
| Q4 2021 | $1,685,000 | +4.7% | 20,850 | -3.8% | 0.26% | -0.8% |
| Q3 2021 | $1,609,000 | -2.9% | 21,679 | -1.1% | 0.26% | -1.9% |
| Q2 2021 | $1,657,000 | -4.9% | 21,911 | -8.3% | 0.27% | -8.5% |
| Q1 2021 | $1,742,000 | +18.9% | 23,890 | +4.6% | 0.29% | +13.6% |
| Q4 2020 | $1,465,000 | +23.4% | 22,838 | +6.4% | 0.26% | +9.3% |
| Q3 2020 | $1,187,000 | +386.5% | 21,468 | +409.4% | 0.24% | +461.9% |
| Q4 2019 | $244,000 | -14.7% | 4,214 | -19.3% | 0.04% | -20.8% |
| Q3 2019 | $286,000 | -2.4% | 5,222 | -5.3% | 0.05% | -3.6% |
| Q2 2019 | $293,000 | -7.3% | 5,513 | -8.9% | 0.06% | -11.3% |
| Q1 2019 | $316,000 | +16.2% | 6,049 | +4.3% | 0.06% | +3.3% |
| Q4 2018 | $272,000 | -22.3% | 5,800 | -12.3% | 0.06% | -11.8% |
| Q3 2018 | $350,000 | -36.7% | 6,610 | -41.1% | 0.07% | -39.3% |
| Q2 2018 | $553,000 | -23.2% | 11,226 | -23.6% | 0.11% | -25.8% |
| Q1 2018 | $720,000 | -18.1% | 14,694 | -14.5% | 0.15% | -17.9% |
| Q4 2017 | $879,000 | +6.9% | 17,180 | -2.2% | 0.18% | +1.1% |
| Q3 2017 | $822,000 | -1.3% | 17,561 | -5.0% | 0.18% | -5.2% |
| Q2 2017 | $833,000 | -11.0% | 18,479 | -11.9% | 0.19% | -12.3% |
| Q1 2017 | $936,000 | +0.2% | 20,986 | -2.1% | 0.22% | -5.6% |
| Q4 2016 | $934,000 | +16.5% | 21,438 | +13.1% | 0.23% | +13.2% |
| Q3 2016 | $802,000 | -2.1% | 18,956 | -4.1% | 0.20% | -5.5% |
| Q2 2016 | $819,000 | -0.7% | 19,765 | -3.9% | 0.22% | -3.6% |
| Q1 2016 | $825,000 | -13.5% | 20,567 | -16.9% | 0.22% | -15.7% |
| Q4 2015 | $954,000 | -0.2% | 24,746 | -6.9% | 0.27% | -5.3% |
| Q3 2015 | $956,000 | -56.6% | 26,589 | -53.4% | 0.28% | -54.3% |
| Q2 2015 | $2,203,000 | +7.5% | 57,017 | +9.7% | 0.62% | +4.6% |
| Q1 2015 | $2,049,000 | -14.1% | 51,991 | -13.2% | 0.59% | -16.9% |
| Q4 2014 | $2,386,000 | -4.5% | 59,886 | -7.6% | 0.71% | -8.7% |
| Q3 2014 | $2,498,000 | -7.6% | 64,782 | -8.3% | 0.78% | -8.8% |
| Q2 2014 | $2,703,000 | -0.8% | 70,622 | -4.5% | 0.85% | -6.7% |
| Q1 2014 | $2,726,000 | +13.3% | 73,968 | +12.7% | 0.91% | +8.3% |
| Q4 2013 | $2,405,000 | +7.9% | 65,607 | -0.4% | 0.84% | -6.8% |
| Q3 2013 | $2,229,000 | -16.8% | 65,843 | -19.7% | 0.91% | -17.4% |
| Q2 2013 | $2,680,000 | – | 81,952 | – | 1.10% | – |
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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% |