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 | $285,787 | +5.6% | 4,039 | +8.3% | 0.03% | -14.7% |
| Q2 2023 | $270,714 | +23.8% | 3,728 | +24.7% | 0.03% | -5.6% |
| Q1 2023 | $218,660 | -21.7% | 2,989 | -19.2% | 0.04% | -29.4% |
| Q4 2022 | $279,411 | +28.2% | 3,699 | +25.8% | 0.05% | -8.9% |
| Q3 2021 | $218,000 | +373.9% | 2,941 | +229.0% | 0.06% | +133.3% |
| Q2 2020 | $46,000 | +76.9% | 894 | +53.1% | 0.02% | +41.2% |
| Q1 2020 | $26,000 | +8.3% | 584 | +42.4% | 0.02% | +13.3% |
| Q4 2019 | $24,000 | – | 410 | – | 0.02% | – |
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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% |