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 | $36,309,944 | +17.6% | 513,142 | +20.7% | 0.22% | +16.7% |
| Q2 2023 | $30,886,044 | +70.9% | 425,310 | +72.2% | 0.19% | +60.3% |
| Q1 2023 | $18,069,847 | +89.4% | 246,991 | +95.5% | 0.12% | +68.1% |
| Q4 2022 | $9,542,613 | +43.4% | 126,325 | +26.1% | 0.07% | +30.2% |
| Q3 2022 | $6,654,000 | -15.3% | 100,167 | -8.6% | 0.05% | -15.9% |
| Q2 2022 | $7,854,000 | -63.3% | 109,651 | -59.6% | 0.06% | -57.1% |
| Q1 2022 | $21,428,000 | +13.1% | 271,625 | +15.9% | 0.15% | +11.4% |
| Q4 2021 | $18,947,000 | -10.2% | 234,401 | -17.5% | 0.13% | -24.1% |
| Q3 2021 | $21,098,000 | +51.4% | 284,183 | +54.2% | 0.17% | +42.6% |
| Q2 2021 | $13,934,000 | +34.1% | 184,268 | +29.3% | 0.12% | +16.2% |
| Q1 2021 | $10,393,000 | -78.4% | 142,529 | -81.0% | 0.10% | -80.7% |
| Q4 2020 | $48,017,000 | +266.7% | 748,631 | +216.1% | 0.54% | +191.4% |
| Q3 2020 | $13,095,000 | -7.6% | 236,801 | -13.5% | 0.19% | -14.6% |
| Q2 2020 | $14,170,000 | -2.0% | 273,816 | -14.8% | 0.22% | -34.0% |
| Q1 2020 | $14,452,000 | +374.6% | 321,303 | +511.1% | 0.33% | +403.0% |
| Q4 2019 | $3,045,000 | +95.1% | 52,579 | +84.5% | 0.07% | +46.7% |
| Q3 2019 | $1,561,000 | -14.3% | 28,494 | -17.0% | 0.04% | -18.2% |
| Q2 2019 | $1,822,000 | +14.7% | 34,332 | +13.1% | 0.06% | -50.0% |
| Q1 2019 | $1,588,000 | +5.8% | 30,366 | -5.0% | 0.11% | -57.2% |
| Q4 2018 | $1,501,000 | -2.4% | 31,959 | +10.1% | 0.26% | +202.4% |
| Q3 2018 | $1,538,000 | +62.6% | 29,015 | +51.2% | 0.08% | +32.8% |
| Q2 2018 | $946,000 | +25.0% | 19,193 | +24.2% | 0.06% | +10.3% |
| Q1 2018 | $757,000 | +31.9% | 15,449 | +37.7% | 0.06% | +13.7% |
| Q4 2017 | $574,000 | +24.5% | 11,221 | +13.8% | 0.05% | +18.6% |
| Q3 2017 | $461,000 | +35.2% | 9,859 | +30.4% | 0.04% | +4.9% |
| Q2 2017 | $341,000 | – | 7,561 | – | 0.04% | – |
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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% |