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 | $2,236,001 | +2.1% | 31,600 | +4.7% | 1.59% | +4.5% |
| Q2 2023 | $2,190,816 | +6.2% | 30,168 | +6.9% | 1.52% | -26.6% |
| Q1 2023 | $2,063,677 | +18.0% | 28,208 | +21.9% | 2.07% | +13.7% |
| Q4 2022 | $1,748,334 | +33.1% | 23,144 | +17.0% | 1.82% | +24.6% |
| Q3 2022 | $1,314,000 | +20.6% | 19,787 | +30.1% | 1.46% | +20.9% |
| Q2 2022 | $1,090,000 | -13.6% | 15,211 | -4.9% | 1.21% | -16.5% |
| Q1 2022 | $1,261,000 | -7.2% | 15,988 | -4.9% | 1.45% | -6.9% |
| Q4 2021 | $1,359,000 | +25.6% | 16,808 | +15.3% | 1.56% | +67.5% |
| Q3 2021 | $1,082,000 | +6.2% | 14,574 | +8.2% | 0.93% | +5.7% |
| Q2 2021 | $1,019,000 | +29.5% | 13,471 | +24.8% | 0.88% | +25.4% |
| Q1 2021 | $787,000 | +52.5% | 10,797 | +34.2% | 0.70% | +43.9% |
| Q4 2020 | $516,000 | +50.4% | 8,047 | +29.9% | 0.49% | +51.7% |
| Q3 2020 | $343,000 | +38.9% | 6,197 | +31.2% | 0.32% | +28.9% |
| Q2 2020 | $247,000 | -2.0% | 4,723 | -15.6% | 0.25% | -0.4% |
| Q1 2020 | $252,000 | -2.7% | 5,596 | +25.2% | 0.25% | +3.7% |
| Q4 2019 | $259,000 | – | 4,471 | – | 0.24% | – |
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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% |