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 | $20,237,925 | +4.0% | 286,008 | +6.7% | 3.89% | +4.5% |
| Q2 2023 | $19,468,876 | +4.3% | 268,092 | +5.0% | 3.72% | -6.2% |
| Q1 2023 | $18,674,803 | -26.9% | 255,260 | -24.5% | 3.97% | -32.0% |
| Q4 2022 | $25,550,070 | +17.4% | 338,232 | +3.3% | 5.84% | -1.2% |
| Q3 2022 | $21,754,000 | -8.4% | 327,475 | -1.2% | 5.91% | -13.5% |
| Q2 2022 | $23,753,000 | -6.7% | 331,607 | +2.7% | 6.83% | -7.2% |
| Q1 2022 | $25,467,000 | +1.8% | 322,819 | +4.3% | 7.36% | +2.5% |
| Q4 2021 | $25,028,000 | +13.7% | 309,641 | +4.4% | 7.19% | +1.2% |
| Q3 2021 | $22,016,000 | +0.6% | 296,552 | +2.5% | 7.10% | -3.7% |
| Q2 2021 | $21,887,000 | -2.2% | 289,440 | -5.7% | 7.37% | -15.9% |
| Q1 2021 | $22,383,000 | +52.3% | 306,956 | +33.9% | 8.76% | +36.8% |
| Q4 2020 | $14,701,000 | +6.1% | 229,195 | +1.6% | 6.40% | -2.2% |
| Q3 2020 | $13,858,000 | +24.4% | 225,591 | +4.8% | 6.55% | +2.7% |
| Q2 2020 | $11,143,000 | -9.2% | 215,323 | -21.1% | 6.38% | -41.2% |
| Q1 2020 | $12,273,000 | – | 272,859 | – | 10.84% | – |
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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% |