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 | $675,900 | -71.3% | 9,552 | -70.6% | 0.10% | -71.3% |
| Q2 2023 | $2,357,939 | +188.6% | 32,470 | +190.8% | 0.34% | +162.3% |
| Q1 2023 | $816,903 | -4.2% | 11,166 | -1.1% | 0.13% | -12.8% |
| Q4 2022 | $852,657 | +38.4% | 11,287 | +21.7% | 0.15% | +15.5% |
| Q3 2022 | $616,000 | -8.5% | 9,274 | -1.3% | 0.13% | -13.4% |
| Q2 2022 | $673,000 | -20.0% | 9,397 | -11.9% | 0.15% | -11.3% |
| Q1 2022 | $841,000 | -63.4% | 10,662 | -62.5% | 0.17% | -63.3% |
| Q4 2021 | $2,299,000 | -1.9% | 28,441 | -9.9% | 0.46% | -7.8% |
| Q3 2021 | $2,344,000 | +43.5% | 31,579 | +46.2% | 0.50% | +31.8% |
| Q2 2021 | $1,633,000 | – | 21,594 | – | 0.38% | – |
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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% |