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 | $767,207 | +74.9% | 10,842 | +79.5% | 0.04% | +75.0% |
| Q2 2023 | $438,595 | -41.1% | 6,040 | -40.6% | 0.02% | -44.4% |
| Q1 2023 | $744,469 | +140.8% | 10,176 | +148.6% | 0.04% | +111.8% |
| Q4 2022 | $309,223 | -2.8% | 4,094 | -14.4% | 0.02% | -15.0% |
| Q3 2022 | $318,000 | -7.6% | 4,781 | -0.3% | 0.02% | -9.1% |
| Q2 2022 | $344,000 | -63.4% | 4,797 | -59.7% | 0.02% | -54.2% |
| Q1 2022 | $939,000 | +39.7% | 11,899 | +43.2% | 0.05% | +33.3% |
| Q4 2021 | $672,000 | +40.3% | 8,310 | +28.8% | 0.04% | +33.3% |
| Q3 2021 | $479,000 | -1.6% | 6,450 | +0.2% | 0.03% | -10.0% |
| Q2 2021 | $487,000 | +2.3% | 6,440 | -1.4% | 0.03% | +36.4% |
| Q1 2021 | $476,000 | +14.7% | 6,531 | +1.0% | 0.02% | +4.8% |
| Q4 2020 | $415,000 | +273.9% | 6,468 | +221.8% | 0.02% | +110.0% |
| Q3 2020 | $111,000 | +7.8% | 2,010 | +0.6% | 0.01% | +11.1% |
| Q2 2020 | $103,000 | +6.2% | 1,998 | +0.4% | 0.01% | -10.0% |
| Q1 2020 | $97,000 | -15.7% | 1,990 | +0.2% | 0.01% | -9.1% |
| Q4 2019 | $115,000 | +33.7% | 1,986 | +26.6% | 0.01% | +22.2% |
| Q3 2019 | $86,000 | +4.9% | 1,569 | +1.2% | 0.01% | 0.0% |
| Q2 2019 | $82,000 | +272.7% | 1,550 | +269.9% | 0.01% | +200.0% |
| Q1 2019 | $22,000 | – | 419 | – | 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% |