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 | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| Q2 2023 | $19,390 | -9.2% | 267 | -8.6% | 0.00% | -20.0% |
| Q1 2023 | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| Q4 2022 | $49,155 | +113.7% | 651 | +87.1% | 0.01% | +83.3% |
| Q3 2022 | $23,000 | -8.0% | 348 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -10.7% | 354 | +1.7% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $26,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 348 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $25,000 | +47.1% | 348 | +31.8% | 0.01% | +37.5% |
| Q4 2020 | $17,000 | +13.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 264 | -29.2% | 0.01% | +33.3% |
| Q1 2016 | $15,000 | +7.1% | 373 | 0.0% | 0.01% | -50.0% |
| Q4 2015 | $14,000 | – | 373 | – | 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% |