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 | $7,079,886 | -4.4% | 100,055 | -1.9% | 4.00% | +5.6% |
| Q2 2023 | $7,403,292 | +8.7% | 101,946 | +9.5% | 3.79% | +5.1% |
| Q1 2023 | $6,808,522 | -3.0% | 93,063 | +0.2% | 3.60% | -2.6% |
| Q4 2022 | $7,016,474 | +180.5% | 92,884 | +146.7% | 3.70% | +144.9% |
| Q3 2022 | $2,501,000 | -0.9% | 37,653 | +6.9% | 1.51% | +9.1% |
| Q2 2022 | $2,524,000 | -3.9% | 35,230 | +5.8% | 1.38% | +17.0% |
| Q1 2022 | $2,626,000 | +1.6% | 33,289 | +4.1% | 1.18% | -2.2% |
| Q4 2021 | $2,585,000 | -7.9% | 31,975 | -15.4% | 1.21% | -20.2% |
| Q3 2021 | $2,806,000 | +2.7% | 37,796 | +4.6% | 1.52% | +6.4% |
| Q2 2021 | $2,732,000 | +9.5% | 36,131 | +5.6% | 1.43% | -2.2% |
| Q1 2021 | $2,495,000 | +69.3% | 34,209 | +48.9% | 1.46% | +53.7% |
| Q4 2020 | $1,474,000 | +58.5% | 22,978 | +36.6% | 0.95% | +37.3% |
| Q3 2020 | $930,000 | +39.4% | 16,822 | +30.6% | 0.69% | +16.3% |
| Q2 2020 | $667,000 | -59.1% | 12,881 | -54.3% | 0.59% | -63.7% |
| Q4 2019 | $1,631,000 | – | 28,165 | – | 1.64% | – |
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% |