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 | $156,355 | +10.7% | 2,210 | +13.6% | 0.02% | +8.7% |
| Q2 2023 | $141,281 | +3.2% | 1,945 | +4.0% | 0.02% | -4.2% |
| Q1 2023 | $136,846 | -1.9% | 1,871 | +1.2% | 0.02% | -7.7% |
| Q4 2022 | $139,560 | +17.3% | 1,848 | +3.5% | 0.03% | +4.0% |
| Q3 2022 | $119,000 | -5.6% | 1,785 | +1.1% | 0.02% | -3.8% |
| Q2 2022 | $126,000 | -7.4% | 1,766 | +2.6% | 0.03% | +4.0% |
| Q1 2022 | $136,000 | +353.3% | 1,721 | +366.4% | 0.02% | +316.7% |
| Q4 2021 | $30,000 | +1400.0% | 369 | +778.6% | 0.01% | +500.0% |
| Q1 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -50.0% | 42 | -50.0% | 0.00% | -50.0% |
| Q2 2019 | $4,000 | -20.0% | 84 | -11.6% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | – | 95 | – | 0.00% | – |
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% |