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 | $364,049 | -8.9% | 5,145 | -6.5% | 0.18% | -2.7% |
| Q2 2023 | $399,559 | -11.1% | 5,502 | -10.5% | 0.18% | -12.0% |
| Q1 2023 | $449,565 | -7.3% | 6,145 | -4.3% | 0.21% | -16.8% |
| Q4 2022 | $484,892 | +12.8% | 6,419 | -0.7% | 0.25% | +12.6% |
| Q3 2022 | $430,000 | -25.9% | 6,467 | -20.1% | 0.22% | -20.7% |
| Q2 2022 | $580,000 | +83.5% | 8,098 | +102.1% | 0.28% | +104.4% |
| Q1 2022 | $316,000 | -1.9% | 4,006 | +0.7% | 0.14% | -4.2% |
| Q4 2021 | $322,000 | +9.9% | 3,980 | +0.8% | 0.14% | +2.1% |
| Q3 2021 | $293,000 | -1.0% | 3,949 | +0.8% | 0.14% | -2.1% |
| Q2 2021 | $296,000 | +4.2% | 3,918 | +0.7% | 0.14% | -0.7% |
| Q1 2021 | $284,000 | +14.5% | 3,890 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $248,000 | +17.0% | 3,869 | +0.7% | 0.13% | +3.9% |
| Q3 2020 | $212,000 | – | 3,841 | – | 0.13% | – |
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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% |