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 | $2,755,239 | +16.7% | 39,689 | +22.0% | 0.76% | +18.8% |
| Q2 2023 | $2,361,711 | +53.1% | 32,521 | +54.2% | 0.64% | +53.2% |
| Q1 2023 | $1,542,747 | +10.0% | 21,087 | +16.7% | 0.42% | +2.0% |
| Q4 2022 | $1,402,883 | +17.4% | 18,071 | +4.3% | 0.41% | +10.2% |
| Q3 2022 | $1,195,000 | +2.4% | 17,323 | +7.8% | 0.37% | +6.0% |
| Q2 2022 | $1,167,000 | -69.4% | 16,072 | -66.7% | 0.35% | -58.6% |
| Q1 2022 | $3,809,000 | +5.5% | 48,230 | +8.0% | 0.85% | +11.8% |
| Q4 2021 | $3,610,000 | +4.9% | 44,665 | -1.2% | 0.76% | -7.3% |
| Q3 2021 | $3,440,000 | +8.0% | 45,226 | +7.4% | 0.82% | +2.9% |
| Q2 2021 | $3,185,000 | +26.8% | 42,114 | +22.3% | 0.79% | +16.9% |
| Q1 2021 | $2,512,000 | +39.0% | 34,447 | +25.7% | 0.68% | +30.1% |
| Q4 2020 | $1,807,000 | +9.1% | 27,405 | -8.5% | 0.52% | -10.8% |
| Q3 2020 | $1,657,000 | +49.1% | 29,966 | +40.8% | 0.58% | +33.0% |
| Q2 2020 | $1,111,000 | -20.9% | 21,279 | -26.9% | 0.44% | -39.1% |
| Q1 2020 | $1,405,000 | +418.5% | 29,123 | +521.6% | 0.72% | +588.6% |
| Q4 2019 | $271,000 | – | 4,685 | – | 0.10% | – |
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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% |