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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $144,033 | +3.6% | 1,983 | +4.4% | 0.02% | 0.0% |
| Q1 2023 | $139,020 | -3.1% | 1,900 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $143,465 | +14.8% | 1,899 | +0.7% | 0.02% | +5.9% |
| Q3 2022 | $125,000 | -8.8% | 1,886 | -1.7% | 0.02% | 0.0% |
| Q2 2022 | $137,000 | -8.7% | 1,918 | +0.7% | 0.02% | +6.2% |
| Q1 2022 | $150,000 | -2.0% | 1,905 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $153,000 | +30.8% | 1,896 | +20.0% | 0.02% | +23.1% |
| Q3 2021 | $117,000 | -7.1% | 1,580 | -4.9% | 0.01% | -7.1% |
| Q2 2021 | $126,000 | +40.0% | 1,662 | +34.2% | 0.01% | +27.3% |
| Q1 2021 | $90,000 | +100.0% | 1,238 | +29.5% | 0.01% | -26.7% |
| Q4 2018 | $45,000 | -26.2% | 956 | -16.4% | 0.02% | -25.0% |
| Q3 2018 | $61,000 | +8.9% | 1,144 | 0.0% | 0.02% | +5.3% |
| Q2 2018 | $56,000 | +600.0% | 1,144 | +624.1% | 0.02% | +375.0% |
| Q4 2017 | $8,000 | – | 158 | – | 0.00% | – |
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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% |