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 | $5,725,678 | +8.5% | 80,917 | +12.8% | 2.08% | +9.4% |
| Q1 2023 | $5,277,079 | +0.8% | 71,758 | +3.5% | 1.90% | -3.8% |
| Q4 2022 | $5,237,220 | +19.2% | 69,330 | +10.2% | 1.97% | +12.9% |
| Q3 2022 | $4,394,000 | -1.8% | 62,892 | +0.8% | 1.75% | +1.0% |
| Q2 2022 | $4,473,000 | -5.8% | 62,422 | +4.1% | 1.73% | +7.0% |
| Q1 2022 | $4,749,000 | +3.8% | 59,942 | +6.8% | 1.62% | +4.4% |
| Q4 2021 | $4,574,000 | +7.7% | 56,118 | -0.3% | 1.55% | +0.6% |
| Q3 2021 | $4,248,000 | +0.8% | 56,261 | +1.3% | 1.54% | +1.5% |
| Q2 2021 | $4,216,000 | +6.7% | 55,554 | +2.6% | 1.52% | -2.1% |
| Q1 2021 | $3,950,000 | +21.6% | 54,166 | +5.4% | 1.55% | +9.8% |
| Q4 2020 | $3,249,000 | +17.5% | 51,389 | +2.8% | 1.41% | +3.4% |
| Q3 2020 | $2,764,000 | +7.7% | 49,985 | +0.8% | 1.36% | +1.6% |
| Q2 2020 | $2,566,000 | +11.5% | 49,588 | -3.1% | 1.34% | -4.4% |
| Q1 2020 | $2,302,000 | -20.6% | 51,176 | +1.8% | 1.40% | +0.4% |
| Q4 2019 | $2,899,000 | +3.1% | 50,293 | -3.2% | 1.40% | -4.9% |
| Q3 2019 | $2,811,000 | +1.1% | 51,932 | +0.7% | 1.47% | +3.2% |
| Q2 2019 | $2,780,000 | +2.9% | 51,571 | -0.2% | 1.43% | +0.6% |
| Q1 2019 | $2,701,000 | +9.7% | 51,668 | +1.9% | 1.42% | +2.7% |
| Q4 2018 | $2,463,000 | +0.8% | 50,697 | +2.3% | 1.38% | +4.8% |
| Q2 2018 | $2,443,000 | – | 49,558 | – | 1.32% | – |
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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% |