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 | $2,746,644 | -3.0% | 39,015 | +0.7% | 0.71% | +0.6% |
| Q2 2023 | $2,830,315 | +15.2% | 38,745 | +16.3% | 0.70% | +9.0% |
| Q1 2023 | $2,457,582 | -5.9% | 33,314 | -2.5% | 0.64% | -8.5% |
| Q4 2022 | $2,612,305 | +20.4% | 34,157 | +10.0% | 0.70% | +5.7% |
| Q3 2022 | $2,170,000 | +3.2% | 31,061 | +10.0% | 0.67% | +9.5% |
| Q2 2022 | $2,103,000 | -3.6% | 28,232 | +2.0% | 0.61% | +5.2% |
| Q1 2022 | $2,181,000 | +4.4% | 27,671 | +8.1% | 0.58% | +5.7% |
| Q4 2021 | $2,090,000 | +9.5% | 25,597 | +3.3% | 0.55% | +4.4% |
| Q3 2021 | $1,909,000 | +15.0% | 24,788 | +12.4% | 0.52% | +10.5% |
| Q2 2021 | $1,660,000 | +47.4% | 22,063 | +45.5% | 0.48% | +29.8% |
| Q1 2021 | $1,126,000 | +32.2% | 15,168 | +19.7% | 0.37% | +26.2% |
| Q4 2020 | $852,000 | +79.4% | 12,671 | +55.8% | 0.29% | +37.4% |
| Q4 2019 | $475,000 | +2.6% | 8,131 | 0.0% | 0.21% | -6.6% |
| Q3 2019 | $463,000 | – | 8,131 | – | 0.23% | – |
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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% |