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 | $4,461,669 | +1.0% | 63,054 | +3.6% | 1.00% | +2.0% |
| Q2 2023 | $4,419,508 | +3.4% | 60,858 | +4.2% | 0.98% | -4.9% |
| Q1 2023 | $4,273,349 | -9.2% | 58,411 | -6.2% | 1.03% | -13.4% |
| Q4 2022 | $4,704,329 | +14.7% | 62,276 | +0.8% | 1.18% | +5.4% |
| Q3 2022 | $4,102,000 | -25.5% | 61,756 | -19.6% | 1.12% | -19.3% |
| Q2 2022 | $5,503,000 | -7.9% | 76,823 | +1.4% | 1.39% | +13.4% |
| Q1 2022 | $5,974,000 | +1.2% | 75,728 | +3.7% | 1.23% | +37.7% |
| Q4 2021 | $5,902,000 | +10.9% | 73,023 | +1.9% | 0.89% | -21.9% |
| Q3 2021 | $5,322,000 | +8.1% | 71,687 | +10.1% | 1.14% | +14.1% |
| Q2 2021 | $4,923,000 | -13.1% | 65,107 | -16.2% | 1.00% | -20.9% |
| Q1 2021 | $5,664,000 | +19.0% | 77,678 | +4.7% | 1.26% | +17.8% |
| Q4 2020 | $4,760,000 | +154.5% | 74,211 | +119.5% | 1.07% | +110.0% |
| Q3 2020 | $1,870,000 | +57.9% | 33,816 | +47.8% | 0.51% | +31.7% |
| Q2 2020 | $1,184,000 | -86.4% | 22,880 | -88.2% | 0.39% | -89.0% |
| Q1 2020 | $8,725,000 | -32.8% | 193,967 | -13.5% | 3.52% | +8.4% |
| Q4 2019 | $12,989,000 | – | 224,255 | – | 3.25% | – |
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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% |