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 | $3,885 | +34.4% | 54,910 | +39.0% | 2.34% | +0.4% |
| Q1 2023 | $2,891 | -18.6% | 39,517 | -16.0% | 2.33% | -6.2% |
| Q4 2022 | $3,552 | -99.9% | 47,024 | +18.8% | 2.48% | +7.1% |
| Q3 2022 | $2,630,000 | -7.6% | 39,585 | -0.4% | 2.32% | +16.4% |
| Q2 2022 | $2,846,000 | -5.1% | 39,736 | +4.6% | 1.99% | -3.1% |
| Q1 2022 | $2,998,000 | +6.4% | 38,003 | +9.0% | 2.06% | +9.5% |
| Q4 2021 | $2,817,000 | +21.8% | 34,851 | +14.0% | 1.88% | -11.0% |
| Q2 2021 | $2,313,000 | +14.5% | 30,583 | +10.4% | 2.11% | +35.6% |
| Q1 2021 | $2,020,000 | +25.2% | 27,698 | +10.1% | 1.56% | +22.8% |
| Q4 2020 | $1,614,000 | – | 25,168 | – | 1.27% | – |
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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% |