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 | $475,258 | -0.7% | 6,716 | +1.9% | 0.46% | +23.8% |
Q2 2023 | $478,642 | +5.9% | 6,591 | +6.7% | 0.37% | +20.3% |
Q1 2023 | $452,012 | -2.4% | 6,178 | +0.8% | 0.31% | -10.4% |
Q4 2022 | $463,054 | +14.6% | 6,130 | +0.9% | 0.35% | +10.2% |
Q3 2022 | $404,000 | -6.5% | 6,078 | +0.9% | 0.32% | +1.3% |
Q2 2022 | $432,000 | -18.8% | 6,026 | -10.7% | 0.31% | -33.4% |
Q1 2022 | $532,000 | -1.8% | 6,746 | +0.6% | 0.47% | +7.4% |
Q4 2021 | $542,000 | -0.6% | 6,704 | -8.7% | 0.44% | -4.0% |
Q3 2021 | $545,000 | +4.8% | 7,346 | +6.8% | 0.45% | +15.6% |
Q2 2021 | $520,000 | +71.1% | 6,881 | +64.9% | 0.39% | +60.0% |
Q1 2021 | $304,000 | +14.3% | 4,172 | +0.7% | 0.24% | +17.8% |
Q4 2020 | $266,000 | +12.7% | 4,144 | -2.8% | 0.21% | +26.1% |
Q3 2020 | $236,000 | +8.3% | 4,263 | +1.0% | 0.16% | +6.5% |
Q2 2020 | $218,000 | +31.3% | 4,221 | +0.9% | 0.16% | -7.2% |
Q1 2020 | $166,000 | -30.8% | 4,185 | +1.0% | 0.17% | -10.2% |
Q4 2019 | $240,000 | +7.6% | 4,145 | +1.7% | 0.19% | +4.5% |
Q3 2019 | $223,000 | -99.9% | 4,076 | -21.8% | 0.18% | -44.2% |
Q3 2016 | $220,620,000 | +2.7% | 5,214 | +0.6% | 0.32% | -1.8% |
Q2 2016 | $214,828,000 | -38.1% | 5,184 | -40.1% | 0.32% | -46.7% |
Q1 2016 | $347,074,000 | -81.2% | 8,657 | -81.3% | 0.61% | -66.5% |
Q4 2015 | $1,848,488,000 | – | 46,316 | – | 1.82% | – |
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% |