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 | $4,995,809 | -4.3% | 68,794 | -3.6% | 1.46% | -8.5% |
| Q1 2023 | $5,222,222 | -7.3% | 71,381 | -4.3% | 1.60% | -8.8% |
| Q4 2022 | $5,631,583 | +12.3% | 74,551 | -1.3% | 1.75% | +0.6% |
| Q3 2022 | $5,016,000 | -13.6% | 75,515 | -6.8% | 1.74% | -9.9% |
| Q2 2022 | $5,803,000 | -10.6% | 81,019 | -1.5% | 1.93% | +6.2% |
| Q1 2022 | $6,488,000 | -3.9% | 82,239 | -1.5% | 1.82% | -2.9% |
| Q4 2021 | $6,749,000 | +8.6% | 83,492 | -0.3% | 1.88% | +2.3% |
| Q3 2021 | $6,214,000 | -1.9% | 83,703 | -0.1% | 1.83% | -1.7% |
| Q2 2021 | $6,334,000 | +2.4% | 83,755 | -1.2% | 1.86% | -3.7% |
| Q1 2021 | $6,183,000 | +1.6% | 84,786 | -10.6% | 1.94% | -4.3% |
| Q4 2020 | $6,083,000 | +9.4% | 94,839 | -0.8% | 2.02% | -0.6% |
| Q3 2020 | $5,559,000 | -31.3% | 95,610 | -38.3% | 2.03% | -36.6% |
| Q2 2020 | $8,090,000 | -45.1% | 154,952 | -52.9% | 3.21% | -53.1% |
| Q1 2020 | $14,737,000 | -28.1% | 329,103 | -7.0% | 6.85% | -16.6% |
| Q4 2019 | $20,487,000 | +7.7% | 353,707 | +1.8% | 8.20% | +1.6% |
| Q3 2019 | $19,031,000 | +9.0% | 347,415 | +6.6% | 8.07% | +12.3% |
| Q2 2019 | $17,455,000 | +4.4% | 326,010 | +1.9% | 7.19% | -5.0% |
| Q1 2019 | $16,727,000 | +59.3% | 319,952 | +43.1% | 7.57% | +7.0% |
| Q4 2018 | $10,499,000 | – | 223,527 | – | 7.08% | – |
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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% |