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 | $448,406 | -31.2% | 6,337 | -29.4% | 0.00% | -50.0% |
| Q2 2023 | $651,837 | -27.5% | 8,976 | -27.0% | 0.00% | -50.0% |
| Q1 2023 | $899,136 | +22.1% | 12,290 | +26.1% | 0.00% | +33.3% |
| Q4 2022 | $736,515 | +28.8% | 9,750 | +13.3% | 0.00% | 0.0% |
| Q3 2022 | $572,000 | -2.1% | 8,607 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $584,000 | -11.9% | 8,158 | -0.5% | 0.00% | +50.0% |
| Q4 2021 | $663,000 | +33.4% | 8,200 | +22.4% | 0.00% | +100.0% |
| Q3 2021 | $497,000 | -2.0% | 6,700 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $507,000 | +3.7% | 6,700 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $489,000 | – | 6,700 | – | 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% |