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 | $34,004,930 | +16.7% | 480,567 | +19.7% | 0.42% | -10.9% |
| Q2 2023 | $29,149,994 | +8.1% | 401,405 | +8.9% | 0.48% | +3.5% |
| Q1 2023 | $26,975,119 | +15.3% | 368,709 | +19.0% | 0.46% | +1.3% |
| Q4 2022 | $23,401,890 | +15.3% | 309,796 | +1.4% | 0.45% | 0.0% |
| Q3 2022 | $20,301,000 | +0.5% | 305,398 | +8.3% | 0.45% | +6.6% |
| Q2 2022 | $20,193,000 | -14.7% | 282,003 | -6.1% | 0.43% | +31.1% |
| Q1 2022 | $23,682,000 | +255.1% | 300,190 | +263.8% | 0.32% | +86.8% |
| Q4 2021 | $6,669,000 | +9.7% | 82,510 | +0.7% | 0.17% | +16.0% |
| Q3 2021 | $6,082,000 | +57.5% | 81,927 | +60.4% | 0.15% | +9.5% |
| Q2 2021 | $3,862,000 | +71.0% | 51,072 | +65.0% | 0.14% | -1.4% |
| Q1 2021 | $2,259,000 | +23.2% | 30,946 | +8.1% | 0.14% | +11.2% |
| Q4 2020 | $1,834,000 | +47.3% | 28,620 | +27.1% | 0.12% | +4.2% |
| Q3 2020 | $1,245,000 | -10.4% | 22,509 | -16.1% | 0.12% | -13.7% |
| Q2 2020 | $1,389,000 | +37.1% | 26,829 | +18.9% | 0.14% | -13.7% |
| Q1 2020 | $1,013,000 | +69.1% | 22,565 | +117.9% | 0.16% | -13.4% |
| Q4 2019 | $599,000 | +33.7% | 10,357 | +27.2% | 0.19% | -4.1% |
| Q3 2019 | $448,000 | -14.8% | 8,140 | -17.9% | 0.19% | +1.0% |
| Q2 2019 | $526,000 | +52.5% | 9,915 | +50.8% | 0.19% | +48.8% |
| Q1 2019 | $345,000 | +16.9% | 6,575 | +4.4% | 0.13% | -27.9% |
| Q4 2018 | $295,000 | – | 6,297 | – | 0.18% | – |
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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% |