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 | $4,736,321 | +25.5% | 66,935 | +28.8% | 1.87% | +26.9% |
| Q2 2023 | $3,773,480 | -0.3% | 51,962 | +0.5% | 1.47% | -5.9% |
| Q1 2023 | $3,783,982 | -46.4% | 51,722 | -44.7% | 1.56% | -50.2% |
| Q4 2022 | $7,064,879 | +3248.3% | 93,525 | +3074.6% | 3.14% | +2654.4% |
| Q2 2022 | $211,000 | -97.5% | 2,946 | -97.2% | 0.11% | -96.5% |
| Q1 2022 | $8,371,000 | +34.9% | 106,105 | +38.2% | 3.26% | +42.0% |
| Q4 2021 | $6,205,000 | +15.2% | 76,760 | +5.8% | 2.30% | +4.5% |
| Q3 2021 | $5,386,000 | +69.3% | 72,543 | +72.4% | 2.20% | +62.6% |
| Q2 2021 | $3,181,000 | -44.9% | 42,071 | -46.8% | 1.35% | -46.8% |
| Q1 2021 | $5,768,000 | +348.5% | 79,098 | +294.5% | 2.54% | +322.4% |
| Q4 2020 | $1,286,000 | – | 20,050 | – | 0.60% | – |
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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% |