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 | $427,866 | -13.5% | 6,047 | -11.2% | 0.06% | -7.9% |
| Q2 2023 | $494,416 | -0.2% | 6,808 | +0.5% | 0.06% | -8.7% |
| Q1 2023 | $495,361 | +2.1% | 6,771 | +5.4% | 0.07% | -10.4% |
| Q4 2022 | $485,237 | +13.9% | 6,424 | +0.2% | 0.08% | +5.5% |
| Q3 2022 | $426,000 | +8.1% | 6,411 | +16.6% | 0.07% | +14.1% |
| Q2 2022 | $394,000 | -8.6% | 5,498 | +0.7% | 0.06% | +16.4% |
| Q1 2022 | $431,000 | -15.5% | 5,461 | -13.5% | 0.06% | -5.2% |
| Q4 2021 | $510,000 | – | 6,310 | – | 0.06% | – |
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% |