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 | $7,022 | -10.7% | 99,233 | -7.7% | 2.92% | -17.8% |
| Q1 2023 | $7,866 | -26.9% | 107,523 | -24.6% | 3.55% | -21.1% |
| Q4 2022 | $10,766 | -99.9% | 142,517 | -1.8% | 4.51% | -0.6% |
| Q3 2022 | $9,640,000 | -8.0% | 145,118 | -0.8% | 4.54% | -2.6% |
| Q2 2022 | $10,482,000 | -10.1% | 146,339 | -1.0% | 4.66% | -3.6% |
| Q1 2022 | $11,666,000 | -7.3% | 147,878 | -5.0% | 4.83% | +7.0% |
| Q4 2021 | $12,582,000 | +10.5% | 155,665 | +1.5% | 4.52% | -6.6% |
| Q3 2021 | $11,387,000 | +3.3% | 153,383 | +5.2% | 4.83% | -17.5% |
| Q2 2021 | $11,022,000 | +3.9% | 145,760 | +0.2% | 5.86% | +16.3% |
| Q1 2021 | $10,609,000 | +14.4% | 145,494 | +0.6% | 5.04% | +4.5% |
| Q4 2020 | $9,275,000 | +16.3% | 144,600 | +0.3% | 4.82% | +6.9% |
| Q3 2020 | $7,974,000 | +10.1% | 144,192 | +3.0% | 4.51% | +3.9% |
| Q2 2020 | $7,241,000 | +18.7% | 139,932 | +3.2% | 4.34% | +1.5% |
| Q1 2020 | $6,100,000 | -4.3% | 135,615 | +23.2% | 4.27% | +0.6% |
| Q4 2019 | $6,375,000 | – | 110,067 | – | 4.25% | – |
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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% |