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 | $781,169 | -2.9% | 11,040 | -0.3% | 0.15% | 0.0% |
| Q2 2023 | $804,285 | +12.0% | 11,075 | +12.9% | 0.15% | +0.7% |
| Q1 2023 | $717,888 | +93.0% | 9,813 | +75.5% | 0.15% | +58.5% |
| Q3 2022 | $372,000 | -6.5% | 5,593 | +0.6% | 0.09% | -7.8% |
| Q2 2022 | $398,000 | +20.6% | 5,562 | +32.9% | 0.10% | +36.0% |
| Q1 2022 | $330,000 | +48.6% | 4,185 | +52.1% | 0.08% | +53.1% |
| Q4 2021 | $222,000 | -1.8% | 2,751 | -9.5% | 0.05% | -12.5% |
| Q3 2021 | $226,000 | +29.9% | 3,040 | +31.9% | 0.06% | +27.3% |
| Q2 2021 | $174,000 | +141.7% | 2,305 | +130.5% | 0.04% | +109.5% |
| Q1 2021 | $72,000 | – | 1,000 | – | 0.02% | – |
Download | ||||||
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% |