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 | $3,948,293 | +2.0% | 55,798 | +4.7% | 0.26% | +1.5% |
| Q2 2023 | $3,871,696 | -23.2% | 53,314 | -22.6% | 0.26% | -28.5% |
| Q1 2023 | $5,039,856 | +3.3% | 68,888 | +6.6% | 0.36% | -1.1% |
| Q4 2022 | $4,880,854 | +27.9% | 64,613 | +12.5% | 0.37% | +23.8% |
| Q3 2022 | $3,817,000 | +0.5% | 57,455 | +8.4% | 0.30% | +8.0% |
| Q2 2022 | $3,798,000 | +52.2% | 53,017 | +67.6% | 0.28% | +72.5% |
| Q1 2022 | $2,496,000 | +882.7% | 31,636 | +906.6% | 0.16% | +841.2% |
| Q4 2021 | $254,000 | – | 3,143 | – | 0.02% | – |
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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% |