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 | $11,097,677 | -52.4% | 156,835 | -51.1% | 0.45% | -1.7% |
| Q2 2023 | $23,292,966 | +554.1% | 320,752 | +559.0% | 0.46% | +126.7% |
| Q1 2023 | $3,560,986 | +28.1% | 48,674 | +32.2% | 0.20% | +134.9% |
| Q4 2022 | $2,780,681 | +41.0% | 36,811 | +24.0% | 0.09% | -49.4% |
| Q3 2022 | $1,972,000 | -3.3% | 29,682 | +4.2% | 0.17% | 0.0% |
| Q2 2022 | $2,040,000 | +39.3% | 28,473 | +53.5% | 0.17% | +65.0% |
| Q1 2022 | $1,464,000 | +22.6% | 18,552 | +25.6% | 0.10% | +21.2% |
| Q4 2021 | $1,194,000 | +64.5% | 14,768 | +51.0% | 0.08% | +34.9% |
| Q3 2021 | $726,000 | +25.6% | 9,781 | +27.9% | 0.06% | +23.5% |
| Q2 2021 | $578,000 | +20.4% | 7,649 | +16.3% | 0.05% | +4.1% |
| Q1 2021 | $480,000 | +91.2% | 6,579 | +68.2% | 0.05% | +69.0% |
| Q4 2020 | $251,000 | +434.0% | 3,911 | +311.7% | 0.03% | +70.6% |
| Q1 2018 | $47,000 | +840.0% | 950 | +921.5% | 0.02% | +750.0% |
| Q4 2017 | $5,000 | +25.0% | 93 | +24.0% | 0.00% | +100.0% |
| Q3 2017 | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -99.8% | 75 | -99.7% | 0.00% | -99.4% |
| Q3 2011 | $1,972,000 | – | 29,682 | – | 0.17% | – |
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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% |