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 | $763,234 | +5.1% | 10,786 | +7.8% | 0.43% | +5.9% |
| Q2 2023 | $726,431 | -0.1% | 10,003 | +0.7% | 0.41% | -2.4% |
| Q1 2023 | $726,884 | -6.8% | 9,936 | -3.8% | 0.42% | -9.6% |
| Q4 2022 | $779,860 | +20.7% | 10,324 | +6.2% | 0.46% | +9.3% |
| Q3 2022 | $646,000 | -11.3% | 9,722 | -4.3% | 0.42% | -6.2% |
| Q2 2022 | $728,000 | +3.4% | 10,163 | +13.9% | 0.45% | +21.7% |
| Q1 2022 | $704,000 | -6.4% | 8,920 | -4.1% | 0.37% | -3.4% |
| Q4 2021 | $752,000 | +12.2% | 9,299 | +3.1% | 0.38% | -3.8% |
| Q3 2021 | $670,000 | +2.4% | 9,019 | +4.3% | 0.40% | +1.0% |
| Q2 2021 | $654,000 | +6.3% | 8,646 | +2.6% | 0.39% | -1.8% |
| Q1 2021 | $615,000 | +15.6% | 8,428 | +1.6% | 0.40% | +4.4% |
| Q4 2020 | $532,000 | -7.3% | 8,293 | -20.1% | 0.38% | -23.4% |
| Q3 2020 | $574,000 | -2.2% | 10,378 | -8.5% | 0.50% | -11.3% |
| Q2 2020 | $587,000 | +13.8% | 11,342 | -1.2% | 0.56% | -8.6% |
| Q1 2020 | $516,000 | -50.8% | 11,477 | -36.6% | 0.62% | -34.8% |
| Q4 2019 | $1,048,000 | – | 18,095 | – | 0.95% | – |
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% |