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 | $12,247,216 | +2.5% | 173,081 | +5.2% | 3.80% | +1.1% |
| Q2 2023 | $11,942,824 | +1.3% | 164,457 | +2.1% | 3.76% | -3.1% |
| Q1 2023 | $11,785,776 | -2.0% | 161,096 | +1.2% | 3.88% | -10.9% |
| Q4 2022 | $12,025,921 | +12.1% | 159,199 | -1.5% | 4.36% | +9.6% |
| Q3 2022 | $10,731,000 | -3.5% | 161,545 | +4.1% | 3.98% | -2.1% |
| Q2 2022 | $11,115,000 | -7.0% | 155,140 | +2.5% | 4.06% | +6.5% |
| Q1 2022 | $11,946,000 | +2.1% | 151,422 | +4.6% | 3.81% | -23.0% |
| Q4 2021 | $11,703,000 | +13.5% | 144,790 | +4.3% | 4.95% | +4.6% |
| Q3 2021 | $10,310,000 | +0.6% | 138,881 | +2.4% | 4.73% | +2.2% |
| Q2 2021 | $10,252,000 | +27.5% | 135,560 | +22.8% | 4.63% | +18.7% |
| Q1 2021 | $8,042,000 | +33.4% | 110,370 | +17.4% | 3.90% | -27.4% |
| Q4 2020 | $6,028,000 | +16.5% | 93,989 | +0.4% | 5.37% | -2.4% |
| Q3 2020 | $5,176,000 | -99.9% | 93,606 | -1.7% | 5.50% | +72.7% |
| Q2 2020 | $4,927,014,000 | +62728.5% | 95,208 | -29.7% | 3.18% | -44.0% |
| Q4 2019 | $7,842,000 | +12.1% | 135,376 | +6.0% | 5.69% | -0.1% |
| Q3 2019 | $6,998,000 | +6.8% | 127,749 | +3.5% | 5.70% | +15.6% |
| Q2 2019 | $6,553,000 | +1.2% | 123,479 | -0.3% | 4.93% | +15.8% |
| Q1 2019 | $6,475,000 | – | 123,883 | – | 4.26% | – |
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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% |