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 | $33,363,932 | -2.0% | 471,509 | +0.6% | 0.37% | -4.7% |
| Q2 2023 | $34,042,106 | -0.5% | 468,771 | +0.0% | 0.38% | -10.0% |
| Q1 2023 | $34,218,568 | +153.4% | 468,607 | +7.3% | 0.43% | +17.6% |
| Q4 2022 | $13,501,115 | -50.0% | 436,744 | +7.3% | 0.36% | -18.0% |
| Q3 2022 | $27,028,000 | -5.8% | 406,866 | +1.6% | 0.44% | -6.5% |
| Q2 2022 | $28,677,000 | +7.1% | 400,348 | +18.0% | 0.48% | +10.2% |
| Q1 2022 | $26,766,000 | +5.0% | 339,284 | +7.6% | 0.43% | +12.2% |
| Q4 2021 | $25,493,000 | +47.9% | 315,381 | +35.9% | 0.38% | -9.9% |
| Q3 2021 | $17,233,000 | +6.0% | 232,119 | +7.9% | 0.43% | -1.6% |
| Q2 2021 | $16,262,000 | -1.5% | 215,050 | -5.0% | 0.43% | -12.0% |
| Q1 2021 | $16,508,000 | +11.7% | 226,385 | -1.8% | 0.49% | +1.4% |
| Q4 2020 | $14,784,000 | +13.9% | 230,496 | -1.8% | 0.48% | +7.5% |
| Q3 2020 | $12,980,000 | +6.5% | 234,718 | -0.3% | 0.45% | -5.3% |
| Q2 2020 | $12,186,000 | +12.7% | 235,481 | -2.0% | 0.48% | -8.6% |
| Q1 2020 | $10,813,000 | -20.8% | 240,404 | +2.0% | 0.52% | -4.1% |
| Q4 2019 | $13,647,000 | +3.0% | 235,634 | -2.5% | 0.54% | -7.7% |
| Q3 2019 | $13,245,000 | +3.8% | 241,779 | +0.6% | 0.59% | -24.7% |
| Q2 2019 | $12,757,000 | +70.3% | 240,375 | +67.7% | 0.78% | +61.4% |
| Q1 2019 | $7,492,000 | +3384.7% | 143,312 | +3070.6% | 0.48% | +1366.7% |
| Q3 2017 | $215,000 | -99.8% | 4,520 | +75.3% | 0.03% | +65.0% |
| Q2 2017 | $116,010,000 | – | 2,578 | – | 0.02% | – |
Download | ||||||
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% |