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 | $8,482,593 | +26.1% | 119,878 | +29.4% | 7.10% | +19.7% |
| Q2 2023 | $6,729,520 | -29.4% | 92,668 | -28.9% | 5.93% | -36.3% |
| Q1 2023 | $9,532,268 | +27.9% | 130,293 | +32.0% | 9.31% | +8.9% |
| Q4 2022 | $7,453,990 | +11.1% | 98,676 | -2.3% | 8.55% | +7.2% |
| Q3 2022 | $6,709,000 | -31.2% | 100,997 | -25.8% | 7.97% | -21.5% |
| Q2 2022 | $9,747,000 | -8.0% | 136,077 | +1.3% | 10.16% | +15.1% |
| Q1 2022 | $10,600,000 | +3.8% | 134,362 | +6.3% | 8.82% | +14.2% |
| Q4 2021 | $10,213,000 | +41.2% | 126,357 | +29.7% | 7.72% | +38.7% |
| Q3 2021 | $7,232,000 | -20.5% | 97,411 | -19.0% | 5.57% | -24.4% |
| Q2 2021 | $9,095,000 | -13.6% | 120,270 | -16.7% | 7.36% | -15.3% |
| Q1 2021 | $10,531,000 | +11.7% | 144,412 | -1.8% | 8.69% | +2.1% |
| Q4 2020 | $9,430,000 | +15.5% | 147,019 | -0.4% | 8.51% | +1.2% |
| Q3 2020 | $8,166,000 | +14.0% | 147,670 | +6.7% | 8.41% | +1.0% |
| Q2 2020 | $7,163,000 | +24.2% | 138,423 | +7.9% | 8.33% | +10.3% |
| Q1 2020 | $5,769,000 | -48.5% | 128,259 | -33.7% | 7.55% | -29.7% |
| Q4 2019 | $11,202,000 | – | 193,400 | – | 10.74% | – |
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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% |