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 | $25,871,881 | +1.7% | 365,594 | +4.3% | 1.56% | +3.9% |
| Q2 2023 | $25,451,119 | +13.6% | 350,467 | +14.4% | 1.50% | +5.4% |
| Q1 2023 | $22,413,989 | +3.1% | 306,369 | +6.5% | 1.42% | -9.7% |
| Q4 2022 | $21,731,459 | +27.1% | 287,681 | +11.8% | 1.57% | +13.3% |
| Q3 2022 | $17,100,000 | -99.9% | 257,417 | +6.9% | 1.39% | +5.8% |
| Q2 2022 | $17,255,871,000 | +96285.4% | 240,902 | +6.2% | 1.31% | +10.0% |
| Q1 2022 | $17,903,000 | +12.4% | 226,942 | +16.8% | 1.19% | +15.3% |
| Q4 2021 | $15,927,000 | +23.4% | 194,226 | +11.7% | 1.04% | +12.7% |
| Q3 2021 | $12,908,000 | +12.4% | 173,870 | +14.5% | 0.92% | -0.3% |
| Q2 2021 | $11,481,000 | +21.0% | 151,832 | +16.6% | 0.92% | +16.3% |
| Q1 2021 | $9,492,000 | +69.6% | 130,170 | +49.2% | 0.79% | +28.8% |
| Q4 2020 | $5,597,000 | – | 87,273 | – | 0.62% | – |
Download | ||||||
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% |