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 | $17,310,624 | -0.7% | 244,639 | +1.9% | 0.27% | +1.5% |
| Q2 2023 | $17,436,418 | -30.1% | 240,105 | -29.6% | 0.26% | -34.3% |
| Q1 2023 | $24,935,871 | +13.0% | 340,840 | +16.7% | 0.40% | +6.4% |
| Q4 2022 | $22,058,460 | +28.7% | 292,010 | +13.2% | 0.38% | +17.2% |
| Q3 2022 | $17,143,000 | +4.9% | 258,057 | +13.1% | 0.32% | +7.0% |
| Q2 2022 | $16,340,000 | -7.4% | 228,119 | +2.0% | 0.30% | +9.5% |
| Q1 2022 | $17,641,000 | +11.3% | 223,618 | +14.1% | 0.27% | +13.3% |
| Q4 2021 | $15,844,000 | +16.6% | 196,020 | +7.1% | 0.24% | +3.0% |
| Q3 2021 | $13,589,000 | +42.2% | 183,037 | +44.8% | 0.23% | +44.4% |
| Q2 2021 | $9,558,000 | -99.9% | 126,399 | +6.7% | 0.16% | +113.2% |
| Q1 2021 | $8,639,416,000 | +739576.0% | 118,478 | +550.8% | 0.08% | +204.0% |
| Q4 2020 | $1,168,000 | +35.8% | 18,205 | +17.1% | 0.02% | +13.6% |
| Q3 2020 | $860,000 | +81.8% | 15,548 | +69.9% | 0.02% | +69.2% |
| Q2 2020 | $473,000 | +498.7% | 9,149 | +415.1% | 0.01% | +333.3% |
| Q1 2020 | $79,000 | -54.3% | 1,776 | -40.6% | 0.00% | -40.0% |
| Q4 2019 | $173,000 | +6.1% | 2,988 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $163,000 | +3.2% | 2,988 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $158,000 | +88.1% | 2,988 | +89.5% | 0.01% | +50.0% |
| Q3 2018 | $84,000 | +29.2% | 1,577 | +20.1% | 0.00% | 0.0% |
| Q2 2018 | $65,000 | – | 1,313 | – | 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% |