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 | $5,014,004 | +3.9% | 70,859 | +6.7% | 0.62% | +1.3% |
| Q2 2023 | $4,824,005 | +3.4% | 66,428 | +4.2% | 0.62% | -0.3% |
| Q1 2023 | $4,664,863 | -5.4% | 63,762 | -2.4% | 0.62% | -9.5% |
| Q4 2022 | $4,933,406 | +3.2% | 65,309 | -9.2% | 0.68% | -9.4% |
| Q3 2022 | $4,780,000 | -2.5% | 71,948 | +5.1% | 0.75% | +1.6% |
| Q2 2022 | $4,903,000 | -4.3% | 68,455 | +5.4% | 0.74% | +8.8% |
| Q1 2022 | $5,122,000 | +1.2% | 64,931 | +3.7% | 0.68% | +6.2% |
| Q4 2021 | $5,062,000 | +9.7% | 62,625 | +0.7% | 0.64% | +1.7% |
| Q3 2021 | $4,616,000 | +1.9% | 62,182 | +3.8% | 0.63% | +2.3% |
| Q2 2021 | $4,530,000 | +14.6% | 59,903 | -2.8% | 0.62% | +5.5% |
| Q4 2020 | $3,954,000 | +8.5% | 61,645 | -6.4% | 0.58% | -4.9% |
| Q3 2020 | $3,644,000 | +1.6% | 65,888 | -4.9% | 0.62% | -3.8% |
| Q2 2020 | $3,586,000 | +10.5% | 69,302 | -3.9% | 0.64% | -14.6% |
| Q1 2020 | $3,245,000 | +11489.3% | 72,149 | +14684.6% | 0.75% | +9250.0% |
| Q4 2019 | $28,000 | +7.7% | 488 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 481 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +257.1% | 478 | +243.9% | 0.01% | +166.7% |
| Q4 2018 | $7,000 | -73.1% | 139 | -71.4% | 0.00% | -70.0% |
| Q3 2018 | $26,000 | – | 486 | – | 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% |