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 | $4,488,331 | +3.6% | 63,430 | +6.3% | 1.31% | +0.5% |
| Q2 2023 | $4,332,778 | +3.3% | 59,664 | +4.1% | 1.30% | -6.2% |
| Q1 2023 | $4,193,314 | +39.5% | 57,317 | +44.1% | 1.39% | +29.4% |
| Q4 2022 | $3,005,510 | +16.8% | 39,787 | +2.7% | 1.08% | +8.1% |
| Q3 2022 | $2,573,000 | +3.5% | 38,738 | +11.6% | 1.00% | +7.0% |
| Q2 2022 | $2,486,000 | +18.5% | 34,713 | +30.5% | 0.93% | +36.0% |
| Q1 2022 | $2,098,000 | +11.1% | 26,590 | +13.8% | 0.68% | +11.2% |
| Q4 2021 | $1,889,000 | +185.8% | 23,367 | +162.5% | 0.62% | +215.4% |
| Q3 2021 | $661,000 | – | 8,901 | – | 0.20% | – |
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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% |