SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $262 | -68.3% | 3,601 | -68.2% | 0.05% | -37.2% |
| Q1 2023 | $827 | -0.4% | 11,307 | +2.9% | 0.09% | -1.1% |
| Q4 2022 | $830 | -99.9% | 10,991 | +3.1% | 0.09% | +11.5% |
| Q3 2022 | $708,000 | +10.8% | 10,665 | +19.5% | 0.08% | +20.0% |
| Q2 2022 | $639,000 | +16.4% | 8,927 | +28.2% | 0.06% | +54.8% |
| Q1 2022 | $549,000 | +18.6% | 6,964 | +9.7% | 0.04% | 0.0% |
| Q1 2021 | $463,000 | +58.6% | 6,347 | +13.6% | 0.04% | -38.2% |
| Q1 2019 | $292,000 | +18.2% | 5,586 | +6.3% | 0.07% | -11.7% |
| Q4 2018 | $247,000 | – | 5,256 | – | 0.08% | – |
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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% |