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 | $6,082,411 | -4.5% | 85,958 | -2.0% | 3.88% | +1.1% |
| Q2 2023 | $6,368,421 | -6.8% | 87,695 | -5.6% | 3.84% | -11.8% |
| Q1 2023 | $6,832,133 | -1.2% | 92,853 | +1.5% | 4.36% | -12.5% |
| Q4 2022 | $6,913,033 | +46.6% | 91,515 | +28.9% | 4.98% | +34.6% |
| Q3 2022 | $4,715,000 | -4.7% | 70,973 | +2.8% | 3.70% | +1.6% |
| Q2 2022 | $4,947,000 | -9.2% | 69,070 | -0.0% | 3.64% | -0.7% |
| Q1 2022 | $5,449,000 | -0.4% | 69,077 | +2.1% | 3.66% | +3.6% |
| Q4 2021 | $5,470,000 | +12.4% | 67,672 | +3.2% | 3.54% | +3.3% |
| Q3 2021 | $4,867,000 | -9.7% | 65,564 | -8.0% | 3.42% | -7.6% |
| Q2 2021 | $5,390,000 | +5.0% | 71,279 | +1.3% | 3.70% | -2.7% |
| Q1 2021 | $5,131,000 | +15.8% | 70,370 | +1.8% | 3.81% | +13.2% |
| Q4 2020 | $4,432,000 | +16.8% | 69,103 | +0.7% | 3.36% | +12.3% |
| Q3 2020 | $3,794,000 | +7.5% | 68,602 | +0.6% | 2.99% | -0.5% |
| Q2 2020 | $3,529,000 | +12.8% | 68,200 | -2.0% | 3.01% | -4.0% |
| Q1 2020 | $3,129,000 | -23.6% | 69,562 | -1.6% | 3.13% | -11.3% |
| Q4 2019 | $4,094,000 | – | 70,687 | – | 3.53% | – |
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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% |