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 | $722,481 | +18.2% | 10,210 | +21.3% | 0.05% | +19.5% |
| Q2 2023 | $611,394 | +9.1% | 8,419 | +10.0% | 0.04% | +2.5% |
| Q1 2023 | $560,205 | +6.0% | 7,657 | +9.5% | 0.04% | -2.4% |
| Q4 2022 | $528,380 | +34.8% | 6,995 | +18.7% | 0.04% | +20.6% |
| Q3 2022 | $392,000 | -6.7% | 5,895 | +0.6% | 0.03% | -2.9% |
| Q2 2022 | $420,000 | -8.3% | 5,861 | +0.6% | 0.04% | +2.9% |
| Q1 2022 | $458,000 | +31.6% | 5,827 | +35.4% | 0.03% | +41.7% |
| Q4 2021 | $348,000 | +9.4% | 4,304 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $318,000 | -1.5% | 4,287 | +0.4% | 0.02% | -4.0% |
| Q2 2021 | $323,000 | +4.2% | 4,271 | +0.3% | 0.02% | -7.4% |
| Q1 2021 | $310,000 | +14.0% | 4,257 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $272,000 | +288.6% | 4,243 | +165.2% | 0.03% | +92.9% |
| Q4 2016 | $70,000 | +2.9% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $68,000 | +3.0% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $66,000 | +3.1% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $64,000 | +3.2% | 1,600 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $62,000 | +100.0% | 1,600 | +87.6% | 0.02% | +87.5% |
| Q3 2015 | $31,000 | – | 853 | – | 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% |