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 | $15,936,638 | -10.8% | 225,221 | -8.4% | 0.77% | -5.9% |
| Q2 2023 | $17,860,583 | +6578.7% | 245,946 | +6629.0% | 0.82% | +5757.1% |
| Q1 2023 | $267,425 | -8.1% | 3,655 | -5.2% | 0.01% | -12.5% |
| Q4 2022 | $291,107 | +20.8% | 3,854 | +6.3% | 0.02% | +6.7% |
| Q3 2022 | $241,000 | +3.4% | 3,626 | +11.5% | 0.02% | +15.4% |
| Q2 2022 | $233,000 | -19.1% | 3,253 | -10.9% | 0.01% | -7.1% |
| Q1 2022 | $288,000 | +13.4% | 3,650 | +16.1% | 0.01% | +16.7% |
| Q4 2021 | $254,000 | +6.7% | 3,143 | -0.0% | 0.01% | -7.7% |
| Q2 2021 | $238,000 | +3.9% | 3,144 | +0.1% | 0.01% | -7.1% |
| Q1 2021 | $229,000 | +13.9% | 3,141 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $201,000 | – | 3,131 | – | 0.01% | – |
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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% |