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 | $2,172,884 | +270.0% | 30,708 | +279.7% | 0.60% | +270.8% |
| Q2 2023 | $587,322 | -5.4% | 8,088 | -4.7% | 0.16% | -15.7% |
| Q1 2023 | $620,899 | +20.3% | 8,487 | +24.2% | 0.19% | +4.9% |
| Q4 2022 | $516,237 | -4.9% | 6,834 | -16.3% | 0.18% | -16.5% |
| Q3 2022 | $543,000 | -16.7% | 8,168 | -10.3% | 0.22% | -16.2% |
| Q2 2022 | $652,000 | -10.8% | 9,101 | -1.7% | 0.26% | -6.8% |
| Q1 2022 | $731,000 | +54.2% | 9,263 | +57.8% | 0.28% | +40.9% |
| Q4 2021 | $474,000 | +1.1% | 5,869 | -7.2% | 0.20% | -7.5% |
| Q3 2021 | $469,000 | -33.3% | 6,323 | -32.0% | 0.21% | -35.5% |
| Q2 2021 | $703,000 | +140.8% | 9,299 | +104.3% | 0.33% | +72.0% |
| Q4 2020 | $292,000 | -38.5% | 4,551 | -47.1% | 0.19% | -42.7% |
| Q3 2020 | $475,000 | -15.3% | 8,596 | -20.7% | 0.34% | -37.8% |
| Q2 2020 | $561,000 | +18.4% | 10,841 | +2.8% | 0.54% | -9.8% |
| Q1 2020 | $474,000 | – | 10,541 | – | 0.60% | – |
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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% |