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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $63,000 | +28.6% | 995 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $49,000 | +6.5% | 895 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $46,000 | +9.5% | 895 | -0.1% | 0.01% | -14.3% |
| Q1 2020 | $42,000 | -19.2% | 896 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $52,000 | +4.0% | 896 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $50,000 | +4.2% | 896 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $48,000 | -17.2% | 896 | -18.2% | 0.01% | -18.8% |
| Q1 2019 | $58,000 | +31.8% | 1,096 | +21.8% | 0.02% | +6.7% |
| Q4 2018 | $44,000 | -8.3% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $48,000 | +4.3% | 900 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $46,000 | -99.9% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $44,128,000 | -4.2% | 900 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $46,054,000 | +9.3% | 900 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $42,120,000 | -22.2% | 900 | -25.0% | 0.01% | -6.7% |
| Q2 2017 | $54,120,000 | +1.2% | 1,200 | 0.0% | 0.02% | -11.8% |
| Q1 2017 | $53,496,000 | +11.6% | 1,200 | +9.1% | 0.02% | +13.3% |
| Q4 2016 | $47,928,000 | -48.5% | 1,100 | -26.7% | 0.02% | +15.4% |
| Q3 2016 | $93,084,000 | +327.9% | 1,500 | +185.2% | 0.01% | +116.7% |
| Q2 2016 | $21,756,000 | +141.2% | 526 | +133.8% | 0.01% | +100.0% |
| Q1 2016 | $9,020,000 | +4.0% | 225 | -0.4% | 0.00% | +50.0% |
| Q4 2015 | $8,676,000 | +7.2% | 226 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $8,090,000 | -6.1% | 226 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $8,616,000 | – | 226 | – | 0.00% | – |
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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% |