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 | $21,074,773 | +1.9% | 297,835 | +4.5% | 0.82% | +4.7% |
| Q2 2023 | $20,690,574 | -1.2% | 284,916 | -0.4% | 0.78% | -8.6% |
| Q1 2023 | $20,938,135 | +22.4% | 286,196 | +26.3% | 0.86% | +12.1% |
| Q4 2022 | $17,111,733 | +39.9% | 226,525 | +23.1% | 0.77% | +21.8% |
| Q3 2022 | $12,229,000 | +83.1% | 184,081 | +97.4% | 0.63% | +42.3% |
| Q2 2022 | $6,679,000 | +3.3% | 93,243 | +13.7% | 0.44% | +22.1% |
| Q1 2022 | $6,468,000 | +7.7% | 81,987 | +10.3% | 0.36% | +13.8% |
| Q4 2021 | $6,006,000 | +18.7% | 74,303 | +9.0% | 0.32% | +6.4% |
| Q3 2021 | $5,061,000 | +13.2% | 68,175 | +15.4% | 0.30% | +12.8% |
| Q2 2021 | $4,469,000 | +7.3% | 59,092 | +3.5% | 0.26% | -7.0% |
| Q1 2021 | $4,165,000 | +15.8% | 57,113 | +1.8% | 0.28% | +6.7% |
| Q4 2020 | $3,598,000 | +22.8% | 56,096 | +5.9% | 0.27% | +5.1% |
| Q3 2020 | $2,929,000 | +6.3% | 52,971 | -0.5% | 0.25% | -6.3% |
| Q2 2020 | $2,755,000 | +15.3% | 53,245 | +0.2% | 0.27% | -16.4% |
| Q1 2020 | $2,390,000 | -0.2% | 53,136 | +28.5% | 0.32% | +27.1% |
| Q4 2019 | $2,394,000 | +12.2% | 41,335 | +6.1% | 0.26% | -9.6% |
| Q3 2019 | $2,134,000 | +5.5% | 38,957 | +2.2% | 0.28% | +7.2% |
| Q2 2019 | $2,023,000 | -0.3% | 38,127 | -1.8% | 0.26% | -12.6% |
| Q1 2019 | $2,030,000 | +10.3% | 38,826 | -0.9% | 0.30% | -17.1% |
| Q4 2018 | $1,840,000 | +29.6% | 39,166 | +46.1% | 0.36% | +68.1% |
| Q3 2018 | $1,420,000 | +8.1% | 26,799 | +0.6% | 0.22% | -27.8% |
| Q2 2018 | $1,313,000 | +7.1% | 26,630 | +6.5% | 0.30% | -3.9% |
| Q1 2018 | $1,226,000 | +27.0% | 25,009 | +32.6% | 0.31% | -14.6% |
| Q4 2017 | $965,000 | – | 18,866 | – | 0.36% | – |
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% |